Fine-tune your finances and fuel your future

While I had diligently saved a solid percentage of my salary over a long period, I hadn’t taken the step of investing these funds to get them working harder for me. I reached out to Alec as I was looking for guidance on the most appropriate investments through a tax effective structure.  

Alec stepped me through the process where we discussed what I was looking to achieve over the short and long term, both financially and personally. We went through the fundamentals of investment risk and the various investment options to get to a recommendation that fully aligned to my situation. The end result was establishing a medium term and long term portfolio which aligned to my expense goals over time. We used a tax effective vehicle to invest a large portion of the money due to my high personal marginal tax rate.   

If you want practical, straight shooting financial advice that get’s your assets working harder for you, go and see Alec. 

We met with Alec as David was considering alternative career paths which would mean a change in our financial position. We also had some savings and we were seeking guidance on how to best invest this money in line with our potentially changing situation. 

Alec did some detailed financial projections for us based on various scenarios. Visualising this really helped us to gain clarity on what was going to be viable from a cash flow perspective. The projections included our goals for our children's education, regular holidays, car upgrades, super contributions, career changes, mortgage repayments and regular investment into a portfolio that aligned with our risk tolerance. 

We have no hesitation in recommending Alec’s services. He was able to quickly understand exactly what we were trying to achieve and explained the options available to us in a way that was easy to understand.

We were both earning good money and comfortably meeting our living expenses, but as our mind turned to the future, we wanted to make sure that our family was protected should one of us lose the ability to earn an income. We reached out to Alec to help us understand our options. 

Alec helped us understand the different types of life insurance cover which pay out under different medical situations. He asked us about our personal and financial goals and helped us to understand the additional expenses that might be incurred when someone is sick which we hadn’t thought of. 

Our experience with Alec was fantastic and we would highly recommend his services to anybody.