Testimonials
"Being a director of a growing Consultancy Company and having a young family it is fair to say that I have a lot on my plate. I work hard in my business to ensure that I can take care of my wife and children’s future. I realise that I need to not only work hard I also need to “work smart”. As my Financial Planner for the past 5 years, Adrian has helped me to manage my tax more effectively and has shown me how to take advantage of the growth in the emerging markets. For example, in June 2006 I took out a “capital protected 100% lend” that invested in the emerging markets. I did 100% loan and capitalised the interest for 12 months, paying a little over $2,300 and made a return of $32,000. Now that’s working smart. I also feel secure knowing that in the event that something happens to me I have adequate protection to ensure my wife and children will be financially secure. When I am out in the surf I can have peace of mind as Adrian is working for my financial future."
James Skinner, Director Stepping Stone Equity
"My father referred me to Adrian of ABH Financial planning as he is a client, as he knew I was working hard but wanted to make sure that my money was working as hard as I was! in the last 2 years we have real build our investment portfolio, with the right advice and high level of personal service we have been able to take advantage of the growth emerging markets and other investments, better plan out tax and lending needs and also feel secured knowing we have adequate insurance protection to ensure no matter what happens we will have a secure financial future. Newly married I have to make sure my financial future is in good hands and I can focus on building my career and enjoying my time off."
Adam Bieshaar
"I have been a client of Adrian’s for over 5 years, I initially come to him at the last minute around tax time to see if he can help, over the years we have built my asset base through many investment such as shares, forestry and other tax effective investments. I know that I can call him anytime and I get a straight answer and we can discuss the pros and cons of different investment options for my lifestyle. I would have to say he knows his stuff and I feel confident that I am in good hands .I would be happy to refer him to anyone that wants to improve their financial situation."
Dr Mark Brickley
"I was struggling with debt management and cash flow and found that at times was spending more than we earn. Over the last year I have re structured my debt and taken out investment that I did not think I was in a position to do. I now feel confident and at balance with this area of my life and can now focus on my life and journey."
Brett Forman
"After immigrating from South Africa to Australia, we had to reassess our immediate financial goals and plan for our future. It’s not easy moving to a new country with a tax system like Australia and as a Doctor I found I had to pay a high tax rate. When attempting to build up our financial portfolio, with after tax dollars, I thought “there must be a better way”. We did not know who to trust or where to go to, however through a chance referral I was introduced to Adrian of ABH Financial planning. In the last two years Adrian has provided us with solid advice and high level of personal service we have been able to take advantage of the growth emerging markets and other investments, better plan out tax and lending needs and also feel secured knowing we have adequate insurance protection to ensure no matter what happens we will have a secure financial future. Now we can focus on the important things like enjoying this country and ensuring our son has a great future here..."
Dr Riaan & Elouise Jeffery
