Below are examples of the types of clients I help. Is this you?
My clients are smart people facing complex financial problems. They want to work with a trusted planner who gives them a sense of control and direction, and removes their concerns. That’s what I love doing.
The Independent Financial Advisor Tim Mackay
What my clients say
Very professional, it looks good. I like the fun tone – it will help clients get through the very dry subject of investing!
Level of communication and transparency is nothing short of outstanding.
I have just read the report – fantastic! Love the variety. This year was clearly a big year for you guys, best wishes for next year!
Love this am very impressed, I knew you were smart but geez you are kicking goals! Very proud, well done!
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
How do you guys find time to do all of this stuff? Seriously, thanks for the interesting report.
It’s pretty interesting! Which is a huge compliment coming from someone that can’t pay attention to anything for more than 5 seconds.
Working with Tim & Claire provides us with a great deal of comfort and peace of mind and we’re happy to recommend them to our family and friends.
They are here for us, willing and ready to listen and help.
Thank you for sending your recent report. It’s great for helping me to better understand how portfolio and my investments. Keep up the good work.