Investment Strategy Advice
Considering individual goals and objectives to guide you through various investment options.
Managing your Money
Advisers must consider each client’s individual goals and objectives and guide them through the various investment options that
We are truthful with clients and tell them upfront if their goals are realistic
This may then result in either a change in the investment strategy to increase the opportunity for a greater return or the client agrees to lower their expectations.
I received an inheritance before I was ready to retire. Alan has set out an estate plan that our solicitor has put in place that has covered our children and grandchildren. At the same time, he has reviewed our superannuation and has used the inheritance to add to our super that now makes tax free payments to us. He called it a transition to retirement strategy.
It is amazing to us how much our super has grown and how we are hardly paying any tax.