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.
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.
Level of communication and transparency is nothing short of outstanding.
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.
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.
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.
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
