Client success stories
My wonderful clients come from exciting and varied backgrounds. Successful in their own careers, they lead fascinating and busy lives, ask intelligent questions, willingly delegate and are motivated to follow our professional advice. Most have or aspire to have a Self Managed Super Fund (SMSF) to fund their dream retirement.
They seek independent and ethical advice, not advice that is aligned with any product provider. Our ideal clients want to hear the truth, not a sales pitch for products or insurance. Below I share some of my client success stories.