Choosing a financial planner

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

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

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

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

Level of communication and transparency is nothing short of outstanding.

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.

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.

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.

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.

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.