Pillars of Success Small Business Estate Planning

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 has a really good handle on all my financial affairs.

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.

Level of communication and transparency is nothing short of outstanding.

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 definitely rate Claire as a person, her services and her willingness to support and listen to me, whether it is finance related or not, at a 10 out of 10.

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

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.

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