"Tony has been assisting my wife and I with our retirement income for over 4 years. With his guidance we now get $42,000 a year to cover all our expenses. This has been achieved with a combination of an account based pension from my superannuation and 2 annuities. Having this structure in place allows us to maximise the government aged pension we receive. We like to travel and we do so with financial confidence and comfort"
"Going into business for myself two years ago was a daunting experience. With Tony’s assistance I was able to consolidate my superannuation accounts into one fund that suited my specific needs, and implement full life insurance cover. Having this in place means I can be sure if something was to happen to me that I would not suffer from financial stress. Not only is Tony’s advice sound, he listens to what I want; I have an investment plan and strategy tailored to my needs and objectives. Recommending Tony to anyone is never a problem, he is great and does what he says he will."
"Tony has been my financial adviser for many years after coming highly recommended from friends.
I have found his advice and support to be both professional and when required, compassionate. Having reached the age of 56 I decided that I need a way to boost my super savings. Tony suggested we investigate a transition to retirement strategy. I now have extra money going into my super on a regular basis with only a small impact on my take home/ after tax pay. I am also able to add an extra $100 a week through salary sacrifice and wow what a difference it is going to make to my retirement.
Tony helped make sure that I had the right beneficiary set-up in my super fund, I wanted to be sure that if something happened to me my money would end up where I want it to go."
"Having an SMSF was something that my husband and I really wanted to have. We wanted to take control of our investments and know that we were able to have well-diversified investments. We now have two properties and a portfolio of direct Australian shares inside our SMSF. We have used the LRBA facility to provide funding within our SMSF. We have also put in place insurances that will clear our debts should either of us pass away or become disabled. We like the idea of knowing we have protected each other’s wealth."