I asked my financial planner, who had one of the highest industry accreditation’s, about an investment/superannuation scheme that would potentially save me a lot in tax, but I was told it was not possible and that I did not fit the criteria.
By happenstance, I was telling a friend about my situation and it was recommended that I speak to Mark, which I did and he was confident I would qualify for this particular scheme. After speaking with my financial advisor a second time I was assured that it could not be done. To cut a long story short, Mark made it happen and as a consequence I have a tax saving of at least $20,000 each year. Mark’s knowledge and expertise far outweighed those of my financial planner who had impressive affiliations and credentials in the finance industry.
Kate Sanderson – Frankston