Spring 2015 Newsletter

About 20 years ago I searched the finance industry for a Chartered Accountant who could provide me with advice on the development and ongoing maintenance of my superannuation portfolio. It was then that I discovered Bill Jarrott and his Financial Advisory Service. Bill’s business has since morphed into williamgrant Financial Consultants, now managed by Bill’s son David. My wife and I have complete trust in the way in which our portfolios are managed and appreciate the “two heads” approac…

Following our consultation with you of the other day I wanted to let you know how relaxed my wife and I have been with your and your teams management of our superannuation portfolios. Your competent presentation of investment options available gave us confidence in your ability to manage our affairs, whilst allowing us the input we needed without us feeling pushed into selections that we may not have been comfortable with.

Your courteous manner and general interest in our wellbeing was also ap…