Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
I knew I needed a financial advisor that I could trust implicitly.
Not only is Claire very personable, she’s a lovely person and easy to talk to.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
Claire takes a major burden off my shoulders and gives me peace of mind.
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.
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.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.