A typical day in the life of a successful financial planner

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.

Working with Tim & Claire provides us with a great deal of comfort and peace of mind and we’re happy to recommend them to our family and friends.

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

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.

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

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.

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