Category Archives: Top 10 financial planner

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

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

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

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.

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.

Level of communication and transparency is nothing short of outstanding.

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

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.

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.