Two simple keys to keeping a lid on spending

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

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

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

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

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

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.

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.

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.

Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.

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