As we lead busy lives and have each held jobs with several employers, we were seeking advice on financial strategy, including: consolidation of superannuation and insurances, creation of will and testament, and a ‘health check’ on whether we were on track to our goals for retirement. Daniel has been absolutely fantastic. Not only did he help us plan how we should consolidate superannuation, but actually took on the task of making all of the changes with the various superannuation funds. In doing so, he identified a trauma policy that I had forgotten I had, which I was eligible to claim for and was awarded. Because of Daniel’s dedicated efforts on our behalf, we are now much more at ease with our financial direction and future. Tremendous service!
Perth Medical Practice
Turfmaster Facility Management
Justin is an invaluable resource whenever I have to make a major decision. His involvement has changed over the years but he is always the voice of reason and experience. Justin is not just an accountant, but an adviser. He is one of the first people I think of calling. Justin has been with me through the ride and it’s almost like he’s co-piloting the business with us as we go along. He’s experienced and if you have storm brewing he’s your man. Thanks to Justin I have a comfort around our numbers and our direction. He’s a calm influence and because he’s across so many other real estate businesses, he’s probably seen it before.