Ray – Executive

BACKGROUND

As the executive chairman of a national organisation, Ray is a very busy man. Despite his long association within the financial services sector, there is often little time for Ray to attend to his own financial affairs and those of his wife, Margaret.

Firm in the belief that all Australians need and deserve quality financial advice, Ray – a keen golfer – declares Tiger Woods has a coach and so does he, Gareth Colgan at Eqeus.

Gareth has significant expertise and integrity. He finds ways to get the right result and give me the best advice available.

OVERVIEW

Multiple factors led to Ray seeking Gareth’s expertise. Naturally, as a busy executive, he has considerable time challenges, pressed between the demands of managing a national enterprise and the high degree of financial complexity incumbent upon his own financial affairs.

Additionally, he sought a financial adviser capable of bigger picture thinking who would work proactively, within his existing network of solicitors, accountants, investment advisers, lenders and other aligned professionals. Ray needed a financial planner dedicated to integrating the insights and outcomes offered by other disciplines to create a seamless financial planning solution.

OUR PROCESS

Ray’s initial discovery meeting was facilitated by Eqeus’ Practice Principal Gareth Colgan. In addition to being an experienced and accredited financial planner, Gareth is also a Self-Managed Super Fund (SMSF) Specialist Advisor™ through the SMSF Professionals’ Association of Australia (SPAA), which offered a skill set of particular benefit.

Given Ray and Margaret, already had an SMSF in place, Gareth reviewed it and recommended changes to provide tax efficient investment and risk cover which delivered tighter preservation or growth and appropriate asset protection.

Ray, together with his wife Margaret, also expressed a desire to review their estate plan. Acting as the couple’s central coordinator, Gareth initiated introductions to Ray and Margaret’s estate planners, solicitors, accountants, auditors, lenders and others in their circle of confidence. These new connections assured Gareth’s holistic approach to Ray and Margaret’s entire financial life.

Gareth also reviewed Ray and Margaret’s personal risk insurance solution in line with the couple’s overall wealth creation and protection strategy.

CLIENT'S ASSESSMENT

Ray describes Gareth as an intelligent financial adviser and a strong strategist. Admitting he has virtually no time to manage the minutiae of his private financial life, today or in the foreseeable future, Ray expressed a sense of relief knowing he could comfortably and confidently delegate those matters to Gareth and the wider Eqeus team knowing they will fight for him and his family’s best interests.

Time poor like Ray? Need a strong strategist that will work together with your other professional advisers? Contact the Eqeus team today to arrange your initial discovery meeting.

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