Are you seeking an independent financial planner who you can trust?
Living your dream retirement, you want certainty that the wealth you worked incredibly hard for is managed in your best interests.
You are either breaking through professionally and developing your practice or have an established practice building meaningful wealth.
The mortgage and kids’ education is under control and you want to transition towards your dream retirement. You seek a fellow professional as your trusted advisor.
You plan to exit your business via a listing, private equity or trade sale. You seek to partner with a recognised expert in structuring, investing and tax.
A corporate high flyer or successful entrepreneur, you seek advice from the best – Australia’s Financial Planner of the Year, Claire Mackay.
You may have the responsibility of managing an inheritance, managing your aging parents’ wealth or best positioning your family should something happen to you.