Adelaide One Stop Shop transition to retirement

Discussion in 'Accounting & Tax' started by TheStiller, 11th Nov, 2018.

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  1. TheStiller

    TheStiller Member

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    26th Oct, 2018
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    (posted this in Financial Planning forum then realised by thread count its not as active as this one)

    G’day pros,

    Are there any recommendations for a point of contact in Adelaide that can provide a team for tax, accounting, super, investment/retirement planning for someone in their 60s in adelaide, this person has an IP, cash and shares and is still working. This person is looking to purchase a PPOR for the future, has good employment for probably another 10 years and needs solid advice for the transition ahead.

    Thanks.
     
  2. Mike A

    Mike A Well-Known Member

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    I can highly recommend jaquillard minns. I know phil personally and they have an amazing team. They deal with adelaides old money so if its simple stuff they wont be the best.
     
  3. Ross Forrester

    Ross Forrester Well-Known Member

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    Perth, Western Australia