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Good service, I like to have a finger in the pie!

Helen Yau is my adviser and the advice I received was for self-managed super fund (SMSF) and pension planning.

Good service, I like to have a finger in the pie and Helen was always happy to call me in and run me through everything and kept me involved with decision making such as which stocks to buy or property to invest in. She advised a property to buy and later to sell which led to a good gain.

I’ve had my tax returns done here at Canny since 1970 with Stan Canny who always spoke to you as a mate and understood what he was talking about.

From having my tax done for that long, I finished my employment and needed to reinvest my super fund that I had, it was a logical move from going from Canny Accounting to Canny Advisory.

The thing is, I ring up and ask with any question I’ve and I’ve always gotten my answers.

They also let me meet the team to put a face to the name and know the people I’m talking to, even over the phone.

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Adrian Dowdell

Self-Managed Super Fund Member