Investments Made Easy

When considering a home mortgage refinance in addition to a personal investment property loan, we also challenged the team at Account plan to establish a self-managed super fund and facilitate finance within the complex SMSF regulations to purchase a third property. Both Mick Doyle and Jodie Fletcher explained the process and costs upfront, then delivered beyond expectations. The service and support we received during this daunting process made everything so simple and easy to manage, we would not hesitate to continue working with the team at Accountplan in the future.

Thanks for all your help, Sara & Pete.