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.
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.
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 knew I needed a financial advisor that I could trust implicitly.
Claire has a really good handle on all my financial affairs.
Level of communication and transparency is nothing short of outstanding.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.
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.