Reviews by glenc83

This review is for Capital and Finance, Gymea NSW

verified email - 05 May 2015

John Threfall from Capital and finance introduced my wife and myself to many tax effective
wealth maximisation strategies that have been applied to our personal investments, business investments,
and on our self managed super fund.

Every person is different financially, and I liked the fact that John charges a one off fee
and he doesn’t have any affiliation to financial institution as some planners do.

John listens to your story, your needs, and what you require and then provides options and advice
structured to best meet your current and future financial requirements.

Business associates and friends have told me horrid stories of the wrong financial advice causing ruin
and that is why I use John to avoid this.

John has ensured that all my super and business investments are compliant and structured to the letter of the law.
John is always available, explains difficult financial and legal concepts such as trustee legal requirements,
in a way that everyone understands.

My personal financial knowledge is large having several business degrees and running my own business,
but I am not a financial expert and nothing beats a real and wide industry experience.

Listening to John’s advice, I have been able to restructure house loans, and business and super investment loans
to ensure my investments are working harder to reach my retirement goals at an earlier stage in life.

John has helped mums and dads and larger organisations to tailor their investments strategies to maximise wealth
and to solve quite difficult current financial issues through applying his wealth of international business
and financial knowledge to each person’s goals and situations.

He’s very good at helping someone like me think about the future and nobody wants to be dependent on welfare when they retire.”