Responsible for managing family wealth

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.

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

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

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.

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

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

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

Level of communication and transparency is nothing short of outstanding.

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