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.
Having gained every confidence on his sound, honest, down to earth advice over that time, Wayne was more than willing to assist us on how best to structure our investments going into retirement by introducing us to Financial Advisor Daniel Ellis. Together they prepared several investment options in great depth and detail, outlining the benefits and impacts on our choices of investment strategies to ensure we had a good understating to help us achieve our goals and objectives in setting up a managed retirement investment portfolio. Their conscientious attention to detail, with a clear insight into our future individual needs, was carefully considered at every step. Moreover, they are always available, helpful and prompt in responding to any of our queries.
We have no hesitation in recommending Carrick Aland Wealth Planning Pty Ltd. For their range of services with complete trust and look forward to a long and productive relationship with them.