Some quirky things about me

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

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.

Level of communication and transparency is nothing short of outstanding.

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

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

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.

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

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