Testimonials

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

Level of communication and transparency is nothing short of outstanding.

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.

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.

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

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

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.

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