Jenny Rachmat

Jenny has provided detailed SME advice across numerous specialist areas (SMSF, Pension, Tax, Share Portfolio Management with CGT etc) and has planned our course of action that has maximised our portfolio value, taking advantage of strategic and tactical choices for both my wife and my SMSF portfolio within the legal frameworks, rules and guidelines of the said specialist areas. Jenny has been able to articulate to us both the reasons for her recommended strategy clearly and precisely. It has been evident to us that Jenny has afforded considerable time, effort and energy on our behalf since we commenced our relationship with her several years ago, which has enabled our portfolio to grow in value over time hundreds of thousands of dollars, which otherwise may very well have been unlikely to have happened. We would simply like to pass on our most sincere gratitude for what we see as a delivery of service that clearly sits in the top quartile of performance and customer support.