Kochie chat 3

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.

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

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

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

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

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

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

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

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.

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