They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
Not only is Claire very personable, she’s a lovely person and easy to talk to.
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.
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
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.
When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.
Claire has a really good handle on all my financial affairs.
Level of communication and transparency is nothing short of outstanding.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.