Financial planning professionalism

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

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

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

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.

They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.

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

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

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.

Not only is Claire very personable, she’s a lovely person and easy to talk to.

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.