Client success stories

My wonderful clients come from exciting and varied backgrounds.  Successful in their own careers, they lead fascinating and busy lives, ask intelligent questions, willingly delegate and are motivated to follow our professional advice. Most have or aspire to have a Self Managed Super Fund (SMSF) to fund their dream retirement.

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. Below I share some of my client success stories.

Sep 15
0

Finance expert seeking peace of mind

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The client was a former financial controller of an ASX 50 Company and, as a finance professional, sought high quality financial advice for him and his wife.

Quote from the client:

“Principals, Tim and Claire Mackay and the whole team have been great to work with. They take great care to get to know their clients, ensure their needs are met and are happy to work with and around a client’s personality. I have a warm and happy feeling about them which is not something I could say about the advisors in the institution we were previously with.”

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Sep 14
0

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

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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.”

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