Preparing for retirement in volatile times

I would be grateful to receive financial advice from Clare Mackay, who I believe is the best independent financial advisor in Australia through my research, on how to manage the windfall gain on the sale of our small business early this year and also how to manage funds in our foundation that we have just set up.

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

They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.

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.

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

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.

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

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 has a really good handle on all my financial affairs.