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.