You have worked incredibly hard to build up your fabulous business or career and you want to work with one of Australia’s best financial advisors, Claire Mackay . You want confidence about:
- Will I get access to best of breed investment ideas and sophisticated strategies?
- Will my advisor understand my needs and listen to my ideas?
- Will my advisor have investing expertise?
- Will I have a seamless service between my accountant and financial planner?
- If I go through a major life event such as divorce or separation, will my advisor get me back on track?
- Do I have a retirement plan in place that enables me to confidently retire when I want to?
To arrange a confidential initial discussion: