Adventurer financial planner Claire Mackay

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

Level of communication and transparency is nothing short of outstanding.

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

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

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.

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

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.

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

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

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