Claire Roberts is a Director at Hoffman Kelly Chartered Accountants, having joined the firm as a graduate in 2007 and becoming a Director in 2015.
Claire works with business owners, families and investors across a range of industries, providing strategic advice on business structures, taxation, succession planning and self-managed superannuation.
Known for her ability to understand the people behind the business, Claire focuses on helping clients navigate important decisions with confidence. She is focused on translating complex tax and business issues into clear, practical advice and breaking big-picture strategies into manageable steps that clients can implement and follow through on.
Claire enjoys working with clients who are committed to taking action and building long-term success. Her approach is based on developing trusted relationships, understanding each client’s broader goals, and ensuring that decisions are driven by what matters most to them and their families, not just the tax outcome.
Claire is a Chartered Accountant and a member of Chartered Accountants Australia and New Zealand. She has also been actively involved with The Tax Institute, contributing to professional development and engagement initiatives within the tax profession.
Outside of work, Claire is kept busy by her three children, enjoys planning family adventures, and is always looking forward to the next travel itinerary or personal challenge.