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 email@example.com Michael Degtyar Business Development Manager 0420 546 874 firstname.lastname@example.org