Greg provided me with
an innovative 'package' that enabled me to make the investments
I planned, plus, at the same time, simplify my banking set up.
He was most supportive and helpful during various property settlement
difficulties. His contacts were able to solve the problems and
facilitate satisfactory outcomes under difficult circumstances.
Also, and perhaps more importantly, he set up various accounts
for me with future tax and investment planning in mind. I found
Greg's inputs so helpful I arranged for a meeting between him
and my accountant to plan future strategies.
It is my intention to consult Greg for all my investment financing
needs to ensure I am taking advantage of the best and most appropriate
products for my long term needs.
Wayne
|