Michelle, 56 – 65 years, Horsham, VIC
“Professional, calm, listened and was supportive of my personal decision making so far. I felt incredibly comfortable discussing sensitive info with Ash in my first consultation. Recommend.”
“After dealing with Rob and Rachael when setting up our investment strategy, I can only urge anyone who is a bit hesitant or intimidated by the process, as was I,…
The important thing for us was to find some flexibility which allowed us to secure our lifestyles appropriately whilst not being too damaging to our weekly financial allowances. After working…
“Ashley was very generous with his time and advice and his advice was very well explained and valuable.”
“Professional, calm, listened and was supportive of my personal decision making so far. I felt incredibly comfortable discussing sensitive info with Ash in my first consultation. Recommend.”
“Ashley was able to give me advice on how selling my business would affect moving onto a full pension and how it would affect the pension bonus scheme my wife…
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…