“Tim and Claire are prime examples of young professionals who run a successful business by providing independent professional advice that enables them to act in their clients’ best interest without conflict.”

Dante De Gori, CEO of the Financial Planning Association.

“They are both not only highly qualified but very experienced and are always willing to give back to the profession with continued engagement and participation with their professional bodies.”

Both Tim and Claire sit on respective FPA working committees and have provided invaluable feedback and input to the FPA while not only representing the boutique/independent voice but the voice of the profession.”

Read what Alan Kohler, David Koch, Adele Ferguson and others have to say about Claire.