Over the past few years my wife and I have been planning to retire. Due to our limited understanding about financial investments, we realized expert advice from a professional financial planner was a priority to achieve the best possible retirement investment outcome. We had already established a good rapport with Carrick Aland Accountants with Wayne Turner preparing our Tax Returns for a number of years and took every opportunity to seek advice on our future goals and aspirations heading into retirement… Read more

There were no speed bumps when we moved to Carrick Aland and Intuitive Super. For us it was the level of Wayne’s professional finger-on-the-pulse and strategy in his thinking that he delivered, together with Daniel Ellis and Beth Hall. They put a lot of work into the final breakdown and explained the strategy. The clever part is that now our SMSF is only one part of our financial puzzle. The standout for us was Wayne maximising our SMSF to devise a strategy with a long-term view.