From the outset it has been really important to establish a “long term investment game plan” and to that end your advice and thought process has been extremely valuable.
After this base line we worked on an investment strategy to realise by long term goals…
Timing however was not on our side and as we embarked on the journey…we almost immediately hit the GFC….
But due to the pragmatic/balanced nature of your investment advice we managed to weather that storm and come out relatively “unscathed” and even see some reasonable dividends and growth.
Most recently based on my relocation to India….I really valued your Tax/investment advice…and we have subsequently restructured the portfolio and I am hoping for some really positive performance over the next 4 years as per our financial plan.
I have really valued the relationship/advice and keen to continue as my portfolio expands and diversifies.
So thanks again for your continued support….look forward to working with you in the future.