Summary
With over 25 years' experience looking after family-owned businesses, I have seen the retirement benefits a well planned and executed super strategy can play in my client's overall wealth generation. Now a SMSF Specialist, I assist my clients in managing and planning their superannuation with the same commitment that they have to running their businesses. Superannuation is a long-term investment and clients need an advisor who is able to see the long-term goals they are striving for. As an independent superannuation advisor who doesn't provide investment advice or product recommendations, I work with my clients' financial planners and brokers as a trusted advisor bringing together all of their individual financial goals into an overall long-term family strategy.
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