Top tips for financial goals (in more detail)

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.

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.

Level of communication and transparency is nothing short of outstanding.

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.

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

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

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

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

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