Reviews by chrisw152

This review is for Capital and Finance, Gymea NSW

verified email - 08 May 2015

What I find good about John Threlfall’s approach is that it is measured and methodical. He asked the right questions
and built up a profile of our personal and financial situation prior to offering any products or services.
The ‘after’ sales and customer service provided by his staff is also another hidden benefit when you are trying
to navigate your way through this process.

John has helped us by assisting us to firstly set up our SMSF with an initial investment strategy based upon acquiring
a new rental property in Brisbane. The structure and regimes required within the establishment of the SMSF has provided
us with more appropriate income and life insurance provisions and estate planning, together with a more targeted
approach to retirement financial planning.

We would happily recommend John and his company to anyone looking for sound and thoughtful financial advice.