How to assess your insurance needs

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

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.

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.

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

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

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 are here for us, willing and ready to listen and help.

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.

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