What are your favourite things about being a financial planner?

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

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.

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

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

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

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

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.

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

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.

When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.