Independent financial advisor

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.

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

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

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

Level of communication and transparency is nothing short of outstanding.

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

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.

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.

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 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.