Let us introduce Matt and Michelle — small business owners in their early to mid 40s. Having almost paid off their mortgage, Matt and Michelle’s accountant suggested they see a financial planner for some guidance on what to do with their surplus funds.

Rather than the extra funds just sitting in a bank account, their financial planner developed a strategy for them, taking into account their goals and objectives but also their risk profile…. Five years on, they were paying 40% less in tax, the value of their super had almost tripled and, thanks to an investment portfolio, they had something for a deposit on an investment property.

If you have family or friends that might benefit from the value of financial advice, why not refer them to Berry Financial Services.