On The Money – March 2019

Testimonial | On The Money – March 2019

Table of Contents

Please read our March 2019 issue of ‘On The Money’, a quarterly newsletter with content on hot topics for small business owners including the latest marketing techniques and business automation tools, tax planning ideas, the latest apps for business and wealth creation ideas.

‘On The Money’ March 2019

Client

SMSF

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 ...

Graeme, Oxenford

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.

David, Hay Point QLD

Financial Planning

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

Financial Planning

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, ...

Graeme & Helen

Tax

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 ...

Glen & Shirley

Financial Planning

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 ...

Ian & Janni

Financial Planning

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 ...

Peter & Debbie

Financial Planning

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.