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Ray and Lynne Greig

Ray and Lynne Greig

  • Posted by simon-perrin
  • On April 13, 2017
  • 0 Comments

Our association with Dino began about two (2) years from my proposed retirement from work. I had previously sought financial advice from an ‘industry’ provider which proved wasted and costly. I was looking for someone to provide advice ‘for me’ as opposed to some generalised statements and any ongoing advice which was tied to customer pre-payments.

From the commencement of our relationship I found Dino to be very knowledgeable of the economic circumstances and investment opportunities. Importantly for me Dino had a comprehensive understanding of my position as a public servant with over 30 years of contributions to Super SA under the Government Pension Scheme. Following considerable consultation, we agreed on a pre-retirement plan which incorporated voluntary super contributions, personal savings and taxation minimisation benefits. In addition, my wife’s superannuation arrangements were also included and a very comprehensive, step-by-step detailed plan was produced for us by Dino.

A planned retirement date was set and our retirement financial positioning plan commenced. The result upon retirement, a modest investment portfolio as part rollover from Super SA, fortnightly super payments for comfortable living in retirement and substantial taxation minimisation benefits over the journey.

In summary, I have found Dino to be very professional and knowledgeable in all facets of financial management. He has gained our trust; he is always available to answer any of our concerns and provides timely updates of any changing circumstance in the economic environment. With Dino’s help we have transitioned to retirement smoothly and without worry (very important obviously). Today, after three (3) years in retirement, every financial aspect has gone to Dino’s original plan which now sees us financially comfortable day to day and with some wealth growth. We have no worries at all financially with virtually no risk in the future. A position we could not have arrived at without Dino’s assistance.

We have recommended Dino to many of our friends and past work colleagues and all have told us of a similar outcome.