My wife and I had set up our own self managed super fund and nearing retirement age had employed the services of a financial adviser. As our family had left the nest we were anxious to maximize our super to ensure a comfortable retirement and were salary sacrificing to ensure that outcome.
Some of the decisions that were made we were not altogether comfortable with given our situation and were in my opinion more suited to someone a lot younger than ourselves.
Speaking to our accountant he referred me to Brian and we subsequently transferred our business across, the thing that we noticed immediately was that the direction Brian was taking us was a much more stable and risk averse path than where we were previously and this we were much more comfortable with.
Over a period of several months working with Brian our super fund was now reflecting one of a much more conservative and stable nature.
We are now retired and enjoying life with a stable income and the comfort of knowing that our investments are now in sound investments with a proven performance.