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Client success stories

Professional couple in their 50’s seeking to fund their dream retirement

A successful couple working in financial services industry earning more than $340,000. They had an existing company structure and held their super on an expensive platform owned by a product provider.

Quote from the client:

“But we got lucky, Tim and Claire Mackay, and their team fit the bill. We really appreciate that they’re efficient, competent, and well organised.

What’s more, their charging model is transparent and clear, no hidden fees or commissions are being paid. And on top of all that, we really like the people. They all are very polite, helpful and “real” people.”