Work with Claire
While Claire’s ideal clients come from various, exciting backgrounds, they share common traits.
Enjoy working with you
First and foremost, they are enjoyable and fun to work with. They lead fascinating and busy lives, ask intelligent questions, willingly delegate and are motivated to follow our professional advice. They value the teamwork and accountability that comes from a structured plan of action.
Unabashedly not the cheapest
Claire’s ideal clients know she doesn’t offer the cheapest service but they also know they receive true value and unbiased advice that is in their best interests. They understand the value of true professionals and are willing to compensate them for their expertise and for advice they can trust. Many clients look to us as a sounding board for their family’s most important financial decisions.
Advice in your best interests
They seek independent and ethical advice, not advice that is aligned with any product provider. Our ideal clients want to hear the truth, not a sales pitch for products or insurance. They appreciate the clarity and simplicity that come from working with a trusted advisor.
Claire’s ideal clients seek simplicity, clarity and structure in advice and the fees they pay. They want to know the transparent, fixed fee and the value they will receive before committing to our service.
Long term relationship
Claire’s clients are willing to commit to a long term personal relationship with an advisor they trust will always act in their best interests.
Many of Claire’s new clients have an existing advisor and are seeking a fresh perspective, a more tailored service and investing insights.
Self Managed Super Fund expert
Claire is an SMSF specialist, so her ideal clients approaching retirement typically either have an SMSF or aspire to have one.
Claire’s clients refer Claire
As a family practice, Claire’s ideal clients introduce and recommend her services to their friends and family members. Claire looks after their family and, in turn, our clients look after her.
Not right for everyone
Unabashedly, Claire serves only a limited number of clients and provides them with the highest level of service.
If Claire judges that she cannot add more value to a client’s circumstances than her fees, then up-front she will say so. She needs to know with confidence that any relationship she enters into will be win/win for both the client and Claire.
We avoid dealing with people who micro-manage, have unrealistic expectations and who are do-it-yourself types. We also do not offer ‘one-off’ financial planning services. If we judge it will not be a good fit when we first meet then we will be totally honest and decline to offer our tailored Service Agreement.
Claire loves what she does
Claire loves working with her ideal clients and she truly believes she serves the most amazing, diverse and interesting families. She loves building relationships with her clients’ families and serve multiple generations and branches of the same family.
If the above resonates with you and if you’re seeking to build and protect your family’s wealth while grappling with challenges and uncertainty, make the smart decision to contact Claire today.