quest_advisiry

Quest Advisory Group

GMO recently presented at a SONDERGAARD accountants client information evening and at this event met the owners of Quest Advisory Group. Daniel and Michael has stepped forward with an interesting package for all our buyers and sellers and happy catch up with prospective or existing owners and or their staff – please see introduction below:

Can you answer any of the questions below?

• Will the bank still require loan repayments if can’t return to work?

• Will I have enough money to retire?

• Are my family, and I, protected if I get ill or injured?

• How much should I contribute to super? How are my funds invested?

• At what age can I retire?

• Do I need to protect my business against illness or injury?

• What is my business succession plan?

• Do I need a will?

• Do I need life insurance?

Quest Advisory Group help small business owners and their employees to answer these questions, and provide peace of mind, knowing that they have plans in place to achieve their personal and financial goals. Quest Advisory Group provide honest, ethical advice in simple language. We are non-institutionally owned, and unbiased in the advice that we provide to our clients.

We provide a full range of financial planning advice to a broad cross-section of clients and believe that we can add value to our clients through educating and working with them to achieve their goals.

Quest offers an opportunity for a free holistic financial health check meeting to review your employees’ situation, this includes a review of their mortgage, any loans, insurances, superannuation, investments and estate planning.

For further information and to book an appointment call us on 1300 120 455 and ask for Daniel Gerson or Michael Degtyar. Remember to mention that you heard about them from the GMO newsletter.

 

Daniel Gerson  BA LLB
Director 
Financial Planner
+61 (0) 429 690 813
daniel@questadvisorygroup.com.au
 
Michael Degtyar
Business Development Manager
0420 546 874
michael@questadvisorygroup.com.au

MORE NEWS STORIES

Business man using calculator doing stock valuation. Accountant concept.

Tips For Selling A Business

Some people think it would be easy to sell a business, but in fact, it is a very complicated and risky business. It's no secret that you would like to sell your business for the highest Read more
Young lady taking keys from female real estate agent during meeting after signing rental lease contract or sale purchase agreement. Independent woman purchasing new home, close up view

Tips For Buying a Business

When it comes to the decision to buy a business, there are many factors to consider. Not only do you need to choose the correct type of industry suitable for your needs, but you also need Read more
Perth Skyline from Kings Park by Night

While some Perth suburbs are battling after the boom, others are thriving

While some Perth suburbs are battling after the boom, others are thriving ABC News’ Briana Shepherd has written the below article, highlighting the areas of Perth that are batting post-boom or thriving in its wake. Interesting Read more