Retirement planning advice

My wife Sue stumbled upon you from a report by Alan Kohler who mentioned this young pair who were out to reform the financial world.

When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.

I definitely rate Claire as a person, her services and her willingness to support and listen to me, whether it is finance related or not, at a 10 out of 10.

Claire has a really good handle on all my financial affairs.

They are here for us, willing and ready to listen and help.

Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.

I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.

Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.

On a professional level, Claire’s got a great deal of credentials. She’s an accountant, a financial planner and has a law degree too.

I knew I needed a financial advisor that I could trust implicitly.