ClaireMackay_OneOnOne

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

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

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 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.

Level of communication and transparency is nothing short of outstanding.

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.

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

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

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

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