"I met Clare when I moved down from QLD. Clare has been such a great help with organizing my affairs. Any problems Clare solved. Easy to talk too. I recommend Clare to anyone who is in need of anything to do with superannuation and pensions. Clare can do other things as well."

"We have found Clare to be very easy, pleasant and professional to deal with.

She was able to explain the nuances of superannuation and tax implications to us.

Having her in Bay-Side, not in the city was convenient and visiting our home was very much appreciated. We wouldn't hesitate to recommend her to anyone who needs financial advice."

"I have found Clare to be very honest and I enjoy her coming to see me on a one to one basis to update me on my accounts and always giving me the right advice on what to do. Her knowledge of the markets gives me full confidence in her looking after my portfolio, and she is second to none. I sleep peacefully at night knowing Clare is looking after my best interests."

"Clare was suggested to us through a friend who described her a 'genuinely good person'. And that's what and who she is. Spent a lot of time with us to get a picture of where we were coming from and wanted to get to.

Clare listened and tailored her advice and charges to suit our needs. I would have no hesitation in recommending her to friends and family."

"Clare is one of the only financial planners we have dealt with who provided advice tailored to suit our age and financial position. She made time to ask us in depth detailed questions on how we wanted to live during our retirement and gave advice accordingly, even when it meant that she would receive a lower fee/commission."