Shortlisted for MoneySmart Award

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

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

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

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

Level of communication and transparency is nothing short of outstanding.

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

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.

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

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.

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