Opt-in is good for Australian consumers

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

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.

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.

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

When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.

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.

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.