When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.
I knew I needed a financial advisor that I could trust implicitly.
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.
Not only is Claire very personable, she’s a lovely person and easy to talk to.
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.
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.
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.
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.