Len & Bev Downey
We recommended Len establish a self managed super fund a few years ago. We have also helped him with restructuring his business ownership for asset protection reasons. Currently we are finalising a new and very beneficial transition to retirement strategy for Len. Our Accounting team does Len's tax and accounting, and the financial planning team work closely with them to assist with administrative support as well as the usual investment administration, advice and review services.
"The team at Keystone have been very proactive actually, they have contacted me when opportunities have been available and potentially appropriate and valuable for my situation at the time. Their advice is thorough and they are very accessible if I have any questions or comments as we go along."