John worked in financial services for 30 years and previously ran his own investments within his self-managed super fund.
But after John left the industry to take up a new position as a manager of a medical practice, he sought out the services of Accordius to keep abreast of the super changes and shape his retirement strategy with wife, Christine, who is semi-retired.
“From a purely asset point of view, I knew we were OK, but I didn’t feel that we had the strategy right or that we were taking advantage of opportunities to make the most of our money,” John notes.
John and Christine have been working with Accordius for the past few years as they gradually transition to retirement, with Accordius advising on matters relating to their SMSF, contributions and tax effective ways to distribute assets to their children in the future.
The couple also worked intensively with the team when they sold their house to build a new one as part of a retirement project.
“We work with Geoff on the investment side and Jackie on the strategy side so we feel that all our bases are covered,” John says.
“When I talk to Jackie about strategy she always gets back to me straight away or lets me know that she is taking her time because she wants to think about a few things.”
“Geoff is the same on the investment side of things. Nowadays, I don’t worry about following the tax and super changes in legislation because I know I can leave it to the Accordius team.”