Top tips for financial goals (summary video)

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

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

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.

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.

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

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.

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.

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

I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.