Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
I knew I needed a financial advisor that I could trust implicitly.
Level of communication and transparency is nothing short of outstanding.
When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
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 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 has a really good handle on all my financial affairs.