• Independent Self Managed Super advice
  • Top 10 financial planner
  • Financial planner Sydney
  • Independent financial advisor
Independent financial advisor Claire MackayIndependent financial advisor Claire Mackay
    • About Claire
      • What others say
      • What my clients say
      • Claire’s story
      • Award winning advice
      • Client stories
      • Independent financial advisor
      • Linkedin
      • Quantum Financial
      • Tim Mackay
      • FAQ
    • My blog
    • How I help you
      • Who Claire helps
      • Empowering women
      • Self managed super expert (SMSF)
      • Choosing a financial planner
      • Investing Insights
      • FAQ
    • Everything else
      • Video
      • Media
        • Profiles of Claire
        • Business Insider
        • David Koch & Claire Mackay
      • Contact
      • FAQ

    Home » Who Claire helps

    These are the typical client situations for whom Claire can add the most value. Is this you?

    A financially fabulous woman
    View Larger More Details

    A financially fabulous woman

    A corporate high flyer or successful entrepreneur, you seek advice from the best – Australia’s Financial Planner of the Year, Claire Mackay.

    9
    Jet setting retiree
    View Larger More Details

    Jet setting retiree

    Living your dream retirement, you want certainty that the wealth you worked incredibly hard for is managed in your best interests.

    6
    Company head or division director
    View Larger More Details

    Company head or division director

    The mortgage and kid’s education is under control and you want to transition towards your dream retirement. You seek a fellow professional as your trusted advisor.

    7
    View Larger More Details

    Established in private practice

    You are either breaking through professionally and developing your practice or have an established practice building meaningful wealth.

    6
    Responsible for managing family wealth
    View Larger More Details

    Responsible for managing family wealth

    You may have the responsibility of managing an inheritance, managing your aging parents’ wealth or best positioning your family should something happen to you.

    7
    Business owner exiting their business
    View Larger More Details

    Business owner exiting their business

    You plan to exit your business via a listing, private equity or trade sale. You seek to partner with a recognised expert in structuring, investing and tax.

    7
    How much will I pay for Quantum Financial's advice service?
    What to expect when you call Quantum Financial on 02 8084 0453
    What to expect at your initial meeting
    What to expect when you partner with Quantum Financial

    Independent financial advice

    Financial planner Sydney
    Financial planner Melbourne
    Financial planner Brisbane
    Self Managed Super (SMSF) advice
    Quantum Financial
    Tim Mackay

    Call 02 8084 0453

    E: info@quantumfinancial.com.au
    Head office: Level 3, 9 Help St
    Sydney Chatswood NSW 2067 NSW

    Please contact my team to book a meeting.

    Quick links

    • Independent Self Managed Super advice
    • Top 10 financial planner
    • Financial planner Sydney
    • Independent financial advisor

    © 2019 Claire Mackay. All Rights Reserved. Independent financial advice.

    • About Claire
      • What others say
      • What my clients say
      • Claire’s story
      • Award winning advice
      • Client stories
      • Independent financial advisor
      • Linkedin
      • Quantum Financial
      • Tim Mackay
      • FAQ
    • My blog
    • How I help you
      • Who Claire helps
      • Empowering women
      • Self managed super expert (SMSF)
      • Choosing a financial planner
      • Investing Insights
      • FAQ
    • Everything else
      • Video
      • Media
        • Profiles of Claire
        • Business Insider
        • David Koch & Claire Mackay
      • Contact
      • FAQ
    • Independent Self Managed Super advice
    • Top 10 financial planner
    • Financial planner Sydney
    • Independent financial advisor