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
My wife Sue stumbled upon you from a report by Alan Kohler who mentioned this young pair who were out to reform the financial world.
Looks like plenty of work went into it and good mix of brevity and useful info. I’m rapt with getting something like this a couple of times a year.
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!
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
Investing Insights arrived today and I have read it from cover to cover. Great job, it’s informative, authoritative and not boring !
We are really looking forward to our portfolio review. It’s great that we can go through each of them with you to understand their performance since we first invested and make appropriate decisions.
They are here for us, willing and ready to listen and help.
I think it’s fantastic. I love your approach to writing about finance topics
It’s pretty interesting! Which is a huge compliment coming from someone that can’t pay attention to anything for more than 5 seconds.
I knew I needed a financial advisor that I could trust implicitly.