What are the characteristics of a leader in financial planning?
What are the key characteristics of a leader in financial planning? Claire Mackay shares her views.
“It’s a battle for independence. Claire Mackay is one of a new generation of financial planners fighting to reform the industry”
Stephen Long , Respected ABC TV economics reporter on ABC TV’s flagship current affairs program, 7:30
“I checked with Claire Mackay, our resident financial planner, and asked how she gets her clients to balance their budget.”
David Koch, Channel 7 Sunrise Presenter and finance expert. Watch Claire and David below.
Financial planners I admire
In our experience, there are many trusted and respected members of the Australian financial planning community. Claire Mackay shares her views.
Finance expert seeking peace of mind
“We switched over to Quantum Financial in 2014 and are very happy with the decision. Principals, Tim and Claire Mackay and the whole team have been great to work with. They
A new client seeking trusted financial advice
A new client with $3m in superannuation assets sought trusted financial advice. Quote from the client: “The documentation Quantum Financial prepared for me was solid and put together very carefully. I’ve seen such documents before,