What to expect at your strategy meeting

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

Not only is Claire very personable, she’s a lovely person and easy to talk to.

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

Level of communication and transparency is nothing short of outstanding.

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.

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.

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.

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