Not only is Claire very personable, she’s a lovely person and easy to talk to.
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.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.
They are here for us, willing and ready to listen and help.
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.
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.
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.