David recently completed an engagement as a member of our Board of Directors. He was skilled in quickly adapting to a changing environment, and assisted us through a period of considerable change in our market and in our business. We found that David had the ability to make complex issues seem simple, which greatly supported our decision making and strategic thinking.
Brett’s pragmatic yet effective advice has seen acceleration of our savings with negligible impact on our lifestyle or short term plans. Our satisfaction with Brett and Stratus was further bolstered when we received unfortunate health news 6 months ago to which our customised suite of crisis and income protection insurances responded in full, removing the burden of financial stress and allowing us to focus on getting well. We highly endorse Brett and the Brisbane-based Stratus Financial Group team.
Brett was able to provide me with the initial advice we sought. However, in his initial work with us he presented a picture of our situation. This was the first time anyone had ever really understood our position enough to present a succinct picture of our total position on one page. From there Brett helped us with our annual tax return requirements and management of our Self Managed Super Fund. This was the first time we were ever able to provide our accountants with tax return information before October of the same year.
Your regular meetings keep us on track and disciplined to achieve our goals.
We value our regular reviews and having a relationship built on trust, with Brett. This enables us to concentrate on our priorities in life and do the things we are good at.
I am now in a position where I could retire. I maintain upside exposure to the investments I want exposure to and ensure that all of my taxation issues are covered. I left the company recently and am now comfortable that I could retire if I wanted to. Both Helen and I can now do what we want, when we want to.
Brett is someone I trust managing our investments and financial planning. It gives me more time to work on my own priorities.