How to pass on your SMSF wealth effectively

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.

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.

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.

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.

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

Level of communication and transparency is nothing short of outstanding.

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

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

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

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