Independent financial planner Sydney

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

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.

Everyone I dealt with was a delight, from the first inquiry to the meeting.  Claire is so easy to deal with, knowledgeable and quite obviously passionate about what she does and looking after her clients.

Working with Tim & Claire provides us with a great deal of comfort and peace of mind and we’re happy to recommend them to our family and friends.

Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.

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.

Level of communication and transparency is nothing short of outstanding.

Not only is Claire very personable, she’s a lovely person and easy to talk to.

Claire takes a major burden off my shoulders and gives me peace of mind.