SMSF Advisor of the Year, Tim Mackay

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

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.

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.

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

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

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.

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

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.

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

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