It is a sad fact that despite making a comfortable living many dentists do not have sufficient funds to retire on at age 65. For myself, I wish I had read a book like this thirty years ago! Chris Wren has written a thorough yet accessible work, which not only explains the financial landscape but provides a road map for reaching your investment “destination”. I read it cover to cover and recommend you do too.”
Dr Darryl Marsh - Today’s Dentistry
I heard Chris speak several years ago and I found his style to be friendly and easy to listen to. It was clear to me that he knew his subject well and was able to speak to it with ease. Whoever listens to Chris will be left with a positive experience a have a deeper understanding of the topic to which he has spoken.
Gerard Cavanagh - IT Professional
As a result of Chris’ advice I feel secure both in my current situation and well prepared for whatever the future may hold. His financial examination technique is thorough but non confrontational, and doesn’t require anaesthetic. Chris always makes me feel confident that everything has been looked at, and he is tireless in working for my best interests.
Dr Jeremy Cohen
I can certainly say that I am very appreciative that I found Chris at Highland Financial. I originally went to organise Income protection insurance but came away with so much more. I am glad I have Chris advising me as it means that I can concentrate on my work with the assurance that my financial interests are well cared for.
Dr Murtaza Ahmed
Setting up a self managed superannuation fund …. surely it cannot be that daunting ? Just wait until you start getting into the obligations and requirements of a trustee and then you can quickly become lost on your own.
I was very fortunate to have Chris Wren and his team from Highland Financial ease the path for me. Chris conducted an assessment of my financial situation and assisted me in weighing up the benefits and obligations of running a SMSF. He then arranged the establishment of the SMSF with the right structure and ensured all regulatory obligations were satisfied resulting in a compliant fund.
Chris has provided ongoing guidance that has been beneficial and supportive in the operation and investment objectives of the fund. With Highland ‘s support, I know our ongoing trustee obligations are well managed. I readily recommend you consider engaging Highland Financial to assist you with establishment and/or operation of an existing self managed superannuation fund.
Chris H - Project Director
I was fortunate to be attending an investment seminar when Chris Wren made a presentation outlining the benefits of being in a self managed superannuation fund (SMSF) and offering the services of Highland Financial. I had already been wondering how I could take better control around my superannuation savings.
Chris spent time with me going over how he could help in establishing a SMSF and looking at my whole financial position. After discussion and further thought I decided to go ahead.
Chris arranged for the all the necessary documentation to be completed. It was good to have all this work arranged for me and just having to sign off after all the hard work was completed.
We now work together in arranging investments that are researched and recommended through Highland Financial. Chris takes the time to explain the various opportunities there are for placing funds. I have appreciated his help, his understanding of my position and his leadership in all this. I have found the staff of HF most helpful and friendly at every point along the way. I am comfortable with their advice and work in investing and fund management. I am confident my fund is in good hands.
As a corporate client of Highland Financial Pty Ltd I would like to take this opportunity to thank you for the outstanding service you provide. At all times you conduct your service in a manner that is of the highest integrity and professionalism.
Christine - Company Secretary
As a corporate client of Highland Financial, I am happy to confirm that your company has consistently provided a professional and courteous service to our company. Furthermore I have found the quality and accuracy of information provided to be excellent and delivered in a timely manner. We look forward to continuing a productive business relationship with Highland Financial.
Garry - Human Resources Manager
As a private client of Highland Financial, I wanted to take this opportunity to say a few words about my experience in dealing with your company and the great service you have offered.
You have been thorough in all advice provided and I believe you have gone beyond the normal call of duty to get the best results and solutions on my behalf.
I would happily recommend your services to any client or company that is looking for sound financial advice and comprehensive financial planning.