Met with Stuart referred by family we discussed options and we decided to Start a Self-Managed Superannuation Fund with the intend of buying an investment property. After Several attempt it was decided to invest into diverse investment portfolio. We built up the SMSF over the last 12 years we build our Super. Stuart Assisted all the way along providing advice and guidance on investments and gave us different strategies to benefits us and guided us to options of access to the aged Pension. last year we both decided to retire we are now travelling Australia and have continued contact and guidance in retirement with Stuart. He has been these and remove the emotion out of investing.
Even more success stories...
I had taken our personal insurance for Income Protection and Business Expenses 5 years into our relationship with Stuart I had to claim. Stuart Helps us through the claims process and was in regular contact to ensure that the claim was being paid. It took 10 months to get back to work from the injury what happened outside work. The Insurance saved my family and the business and provide peace of mind that we would be able to get through. This was in 2014 and we still work with Stuart today. He made all the difference
Stuart took over from my retiring adviser but 2 years into our relationship I was diagnosed with Breast Cancer, as soon as I informed Stuart informed me of the steps and what I need to provide. He personally met with me to go through the claim paper work, submitted the paperwork as quickly and the then keep me up to date. The claim was paid out within 3 weeks of the claim being submitted, this allowed me to take time to get treatment and all me peace of mind if I need time off with the lump sum paid. While this is ongoing, he regularly checks in.