Claire is a multi-award winning financial planner who works with high net wealth clients across Australia.
She is the only financial planner in Australia to hold the highest qualifications in financial planning, tax, law, Self Managed Super Fund advice and tax. Claire is a Chartered Accountant, Certified Financial Planner, lawyer, Chartered Tax Analyst, CA – SMSF Specialist, and a CA – Financial Planning Specialist.
Claire has worked with respected finance experts such as Alan Kohler, David Koch, Greg Medcraft and Walkley Award winners Adele Ferguson and Duncan Hughes. You can read their views on Claire here.
Claire’s leadership and advisor style is natural, warm and giving, yet extremely demanding. Her professionalism and attention to detail has created a high-performance culture in her business, yielding great results for her clients.
Claire is incredibly proud of the fact that 90% of all her new clients come from word of mouth referrals from her existing successful clients. If you are referred by an existing client, please let Claire’s team know so they can prioritise your service.
Claire is a sought after keynote speaker and media commentator who’s been featured on ABC TV’s Finance Quarter, Channel 9 News, ABC’s TV’s 7:30, Sydney Morning Herald/The Age and Marie Claire. Claire has a clear, strong vision of how she does business. She strives to deliver her clients high quality, professional advice with awesome customer service while always adhering to a high level of ethics.
Claire’s lives by 5 core values:
- Put the client’s interest ahead of her own
- Behave as a professional
- Keep her clients’ information confidential
- Tell the truth as she sees it
- Empower, Educate, Inspire and Guide her clients
The creation and protection of wealth in uncertain economic times is always a challenge. Claire’s mission is to develop lifelong trusted relationships with her clients to help them build and protect their wealth.
You can connect with Claire personally on LinkedIn here.