It was 2001 when Darren and Dianne first came to see us about their electrical contracting business. In their early 30's, they were full of beans and had ambitious plans for their new enterprise. Astutely realising there were limits to their business knowledge, they reached out to us for help. It was just as well they did.
Read more below to see a lovely card from Alisdair & Neville Steer, one of our long term happy loyal clients.
We started working with Neville in 2000 when he was a doctor in a medical practice with several partners. After Neville decided to exit that practice we guided Neville and Alisdair with the commencement of their own practice. This transition also included the acquisition and subsequent extension of their practice premises utilising their Self Managed Super Fund (SMSF).
A change in personal circumstances necessitated an unexpected exit from this practice. We were able to assist with a successful sale of the practice and premises even with the unplanned timing of this exit. As a result of many years of planning, Neville and Alisdair were still able to transition into a financially secure retirement.
They now enjoy spending more time with their grandchildren and travelling.