What are your favourite things about being a financial planner?

Claire has a really good handle on all my financial affairs.

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

Claire takes a major burden off my shoulders and gives me peace of mind.

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.

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

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

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.

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.

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