Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
Level of communication and transparency is nothing short of outstanding.
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.
I knew I needed a financial advisor that I could trust implicitly.
When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.
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.
Not only is Claire very personable, she’s a lovely person and easy to talk to.
I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
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.