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.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
Claire takes a major burden off my shoulders and gives me peace of mind.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
Claire has a really good handle on all my financial affairs.
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.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
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.
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.