Firstly, we are not sophisticated investors. Our investment portfolio, we managed ourselves for several decades reasonably successfully. As age caught up we were seeking a Financial Adviser in 2004 but despite their assurances they would protect us, the opposite happened. It was a financial disaster for us which placed us under extreme stress for a few years. In 2006 with nervousness, trepidation and scepticism when seeking another Financial Adviser, we were referred to Robert Koschel, naturally armed with a lot of questions, to manage our SMSF. We were seeking a person who would, professionally speaking, place our needs as the priority. The courtesy, complete honesty, very sound advice plus personal interest has been most rewarding and ongoing. Naturally we remained cautious initially for some time and quietly gained confidence. Our portfolio was completely re-organised and we have now placed our complete trust in Robert. After decades of following the ASX plus other investment areas, we have today lost all interest in same and rely completely on Robert’s decisions which continue to protect us. We sleep much better. Yes our portfolio, though modest, is very sound today; we have had no hesitation in referring friends. We are extremely grateful, lead a much less stressful life, and look forward with confidence in asking Robert to continue to watch over and guide us in our latter years.
I required an accountant that would be highly competent, flexible and used best practices. Sedley Koschel services are terrific. As a very small business, I am been most impressed that on every level of service from the front desk to the accountant completing the work to the Partner that I have been treated as if I was a major corporation – the service provided by Sedley Koschel are indeed exemplary in all facets. So very refreshing and illuminating to have an expert review our financial situation and make realistic and achievable solutions possible and understandable.
David, Hay Point QLD
The team at Sedley Koschel Wealth were fantastic. They helped us to restructure all of our financial affairs to start a new life. They kept us fully informed and did everything they said they would. Brilliant!
Margie | Investment Property Owner | Oakey Creek
Just some feedback for you (Robert Koschel), we are really happy with your advice and are really excited about the possibility of buying an investment property! So thanks again and we look forward to seeing the scenario you come up with. With a 5% deposit we really feel it is attainable, and if we lower our sites on a family home to something more modest, maybe we can do both. Your advice is really appreciated, and we are genuinely excited about building our portfolio around X-mas time.
Graeme & Helen
It’s hard to imagine that it was only one month ago that we met with you (Robert Koschel) for the first time to enquire about moving our business, super fund and personal taxation requirements due to doubts about the capability of our accountants at the time. A decision we are extremely happy with since you managed to find some large discrepancies in our previous year’s tax return resulting in a personal refund of $57,000.00 with the possibility of more refunds to come. Thank you and your team so very much for your professional approach while still making us feel at ease during our meetings. It has been a pleasure even though it’s only been over a short period. We look forward to a long and rewarding relationship with you.
Glen & Shirley
Robert Koschel explains everything very well so you can make a decision with confidence. Robert was very insightful, he gave me all these different things we could do with the money and gave me the choices, what the returns would be, what the likely outcomes are and he let me make a decision, which is what I wanted.
Ian & Janni
We felt at ease as soon as we came in, it was like an interview both ways, we were interviewing him the first time, he was finding out what we wanted and we exactly found out what he was about which then made us comfortable, so we thought right, we can stop looking.
Peter & Debbie
Robert got us out of trouble and got us back on our feet, I would call him completely trustworthy and honest and he has placed us up there to look after us.
Suzanne | Red & White Group
I am well deserving of a home loan and a chance for financial success. Was foolish to not have chosen Sedley Koschel Finance at first but am a smiling man because I did when I really needed too. Thanks.