Responsible for managing family wealth

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

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

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

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.

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

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.

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

Level of communication and transparency is nothing short of outstanding.

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

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.