Who Claire helps
As Australia’s most awarded financial planner, Claire works with high net wealth clients across Australia.
Her clients who are still working are typically aged 40 to 60 and earn at least $250,000. Typically her successful clients seek to retire early and plan to support their dream retirement lifestyle. Her retiree clients were previously successful business owners, professionals or doctors.
Claire is incredibly proud of the fact that 90% of all her new clients come from word of mouth referrals from her existing successful clients and from senior executives within the financial service industry. If you are referred by an existing client, please let Claire’s team know so they can prioritise you.
Claire’s self-funded retiree clients want to reduce the burden of managing their family’s complex financial situation. They have accumulated significant wealth through their working lives and wish to partner with a trusted advisor who can help them protect their wealth, grow their wealth and pass it on tax effectively to the next generation. Typically these clients have a Self Managed Super Fund (or aspire to have one) and other investment vehicles.
Claire works with successful entrepreneurs who seek to partner with a trusted professional to manage their complex personal finances. These clients are typically time poor business owners who are incredibly focused on managing their business who want the peace of mind that their personal finances are receiving the same accountability and attention. One day you may contemplate an initial public offering, a family or employee transition or a trade sale of your company. We help you make sure your financial house is in order ahead of your next move.
Claire specializes in working with busy, established professional and entrepreneurial women who seek control and clarity around their money. Claire’s straight forward approach and clear explanations of complex issues enable her to guide women to plan and create their dream lifestyle, free from worry about money and confident about their finances. Claire specialises in advising women confidently through separation, divorce and managing an inheritance.
If you would like further information on who Claire helps and her exclusive service, please contact her office on 02 8084 0453.