How we helped manage a lump sum after the sale of a business

How we helped manage a lump sum after the sale of a business

Background:

Our client is 60+, a semi-retired professional living in Mosman, Sydney who is married and has adult children. Following the sale of a significant business asset our client had substantial investments in Super.  Having initially invested with a managed fund, he was looking for help from an advisor who could assist him in finding a better way to manage his lump sum.

Services:

PrimeAdvisory Assisted with:

  • Ensuring all concessional and non-concessional caps were utilised to maximise the dollar amount in super.
  • Strategic decisions around correct structures, including super, trust and personal names to ensure the best long term tax outcomes
  • Assistance with retirement plans and modelling

What the client says

“I started working with PrimeAdvisory as I was looking for someone to look after my super investment.  I was with a managed fund and I was unhappy that the fees were very high.  A colleague of mine suggested I speak to PrimeAdvisory to take over the management of my Super.

Because I was referred I was less sceptical than if I hadn’t known them.  I would have found it difficult to put my life savings into the hands of a stranger.  I felt more comfortable because he was trusted by someone else I knew and his personality was also a key factor.

When I met their advisor, he came across as a sincere person and when I walked into the PrimeAdvisory office it was obvious that they were very professional. In the office they display their values clearly, and they live those values, they’ve proven to me that they do that. For example, they say they will always get back to people with in the same day, and they do, even if it’s at 6pm at night.

I feel confident that investments are handled well and that they have a good understanding of the market conditions and my individual needs and situation.

I would recommend them to anyone looking for strategic financial advice and wealth management.”

 

 

 

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