Colin, Yanchep

Colin, Yanchep

“Like so many others, I had been unhappy for some time with the way my Superannuation fund had been performing, and the never-ending fees and commissions. I knew of Kevin through the company I worked for, and in mid 2010 I asked him to help me to set up a Self Managed Super Fund.

Right from the start, Kevin provided a very good service. He was clear and concise in explaining exactly what having and running an SMSF entailed, and was also very upfront about fees and charges. What I was most pleased about in this respect was the flat fee service that Sallis Financial Planning provides. Not only did it mean I knew exactly what my costs would be, it was also about half of what I had been paying.

Once the Fund had been set up, Kevin helped with the rollovers, which in my case also meant bringing funds over from the UK and this was all done with efficiency and a good eye for detail, something which I appreciate.

I would recommend Sallis Financial Planning wholeheartedly, and in fact, through my own line of business, I have done so on a number of occasions.”
Colin, Yanchep