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.
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.
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.
Not only is Claire very personable, she’s a lovely person and easy to talk to.
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 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.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
They are here for us, willing and ready to listen and help.
Claire has a really good handle on all my financial affairs.