Anthony Richard-Preston

Tony was very helpful with my retirement planning needs, advising me on my superannuation and providing me with detailed scenario options to help me decide what would work best for me transitioning into retirement.

I was with the Australian Federal Police for 34 years and was a member of the Commonwealth Superannuation Scheme (CSS). I recently needed some complex calculations performed to determine my CSS benefits comparing age retirement to redundancy. Tony was able to provide me with this analysis taking into account historical and future payments along with a detailed explanation of the methodologies used. If you require sophisticated calculations of your CSS benefits, talk to Tony.

I was recently promoted to Partner at my law firm. I engaged Tony to put together a strategy to help me save for my future goals including a house as well as maximise the tax benefits I could achieve from superannuation and the first home super saver scheme. Tony provided me with a comprehensive financial plan covering my life and income protection insurance needs, superannuation, family trust investments and employee share plan. He also provided me with a detailed cashflow, tax and capital projections that we can use to track progress towards achieving my goals. If you’re a lawyer who needs financial advice I recommend meeting with Tony.

Tony is the first financial adviser I’ve had and he has been so helpful and patient. He has explained everything to me so clearly that I feel confident to trust in the plans and advice he has given me. He consistently made himself available to answer any questions I had.