Category Archives: Jet setting retiree

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

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.

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

Claire has a really good handle on all my financial affairs.

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.

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

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.

Level of communication and transparency is nothing short of outstanding.