My desire to lower the fees of an investment asset and to reduce my ongoing tax costs has been met by the use of your Separately Managed Account (SMA). Your SMA investment structure allows me to own direct Australian and International shares allowing me to follow its progress in more detail while at the same time use your expertise as an investment advisor.
We feel that Robert has efficiently guided us in a genuine and correct direction regarding our insurance and superannuation needs. We are very pleased with the level of support, kindness…
“We are very happy with Ash’s advice. Aged care is such a complex area and Ash has helped us enormously with detailed analysis. He has certainly helped with the transition…
“Rachael is warm, engaging and a good listener She is easily able to translate her knowledge into easy to understand advice I have no hesitation in recommending Rachael”
“Rob and Amy were excellent to deal with. They provided sound advice in a form that was both informative and very easy to understand.”
“Rob was fantastic in detailing and ironing out some misconceptions or lack of time I have to review topics. He was able to understand my questions, my goals, my vision…
“I had a great first meeting with Amy. She was warm, easy to talk to, and explained concepts in words that made sense to me. She was patient and able…