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

Level of communication and transparency is nothing short of outstanding.

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

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

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.

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

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.

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