Michael Goodwin
Certified Financial Planner
Authorised Representative of
Professional Investment Services
Dear Michael
Just a note to say "thank you" for all you have done to help us with our financial needs during the past months. It is much appreciated because we realize you go far beyond what any advisor would do for their client. So please accept our thanks for your service to us and your friendship.
Keith & Esme
Professional Investment Services Pty Ltd
Level 1. 1-9 Plaza Parade
P.O. Box 2005,
Maroochydore, Qld. 4558
Attn: Michael Goodwin
Letter of Reference
Since November 2002, Michael Goodwin has handled my investments. Before that time I had been ignored by my financial planner and seldom (if ever) heard from him over the years I had invested. Michael, on the other hand has kept in contact regularly and provided professional advice regarding my investments and other financial matters. In addition to that, he is likeable, approachable, gives good financial advice and has high integrity.
Since investing with Michael's help, my portfolio has grown from $234,000 to $280,000 even though this was during lean times for most investments. I have every confidence that Michael will keep providing me with the professional service he has always given me.
I highly endorse Michael Goodwin as a financial advisor.
Best regards,
Roberta Cava
Greg Schnell
Certified Financial Planner
Authorised Representative of
Professional Investment Services Pty Ltd
Although holding senior executive positions for over
20 years, I found, in taking sudden early retirement
at the age of 54, that I had to confront the probability
of funding a period of retirement of perhaps 40 years
for both my wife and myself. Assuming our health
held up this could amazingly be over twice as long
as the 38 years of my working life.
Being strong in financial management and having a good, well meaning contacts in the investment industry proved over the first three years to be totally inadequate for the style and standard of life that we required as we became exposed and frustrated to the many confusing variables of this industry.
It was only when we met Greg that a sound long term financial plan that suited our lifestyle became reality. His investment advice has given us the comforting balance of good income and sound growth with financial security and flexibility that has contributed to making our life enjoyable for the last few years.
The confidence that we have in Greg cannot be too highly stated as we realised that having sound investment advice and planning was only part of the equation. We found the important missing ingredient, of having someone who cares and is prepared to put himself out for you, completed the "package" and giving us peace of mind.
We would therefore recommend Greg Schnell to any investor who feels that they need similar consideration as ourselves."
IAN & HEIDI WALLBANK
Noosaville, Qld
"I have known Greg Schnell for more than 4 years now, having approached him to offer me advice and a financial management plan. This included superannuation/allocated pension streams, commercial property syndications, managed funds and general tax effectiveness, taking into consideration my age (70 years almost!) and my intended retirement from managing my own financial affairs.
Greg has at all times been a thoughtful and helpful adviser, and shows sincerity and trustworthiness. This is in sharp contrast to some financial planners, whose predominant recommendations seem influenced by their own hip pocket nerve.
As a qualified accountant, I have spent many years in the profession, including public practice; state acct. for a major airline; Regional Director of Govt. Treasury; and as defence facility cost accountant. Therefore, I did appreciate Greg's thoroughness and his friendly attitude and genuine interest, and his consideration of my circumstances as an elderly widow.
I can thoroughly recommend Greg Schnell to those wishing for a reliable adviser for their financial planning".
AILSA M. ZINNS
B. Bus (Acctg), CPA (retired)
Woombye, Qld
Dear Greg
I would like to thank you for your efforts on my behalf in rearranging my finances to take full advantage of the current Tax Legislation and fit them into the complex requirements of the Social Security Department.
You appreciate that at my time in life, there are only limited opportunities to replace savings, and so it is so important for me to be completely happy that the person I am entrusting to place my finances, is above reproach, and is totally honest and competent.
Happily, Greg, you have those qualities, and I am glad you are my financial adviser.
Sincerely
Hugh Milne
Mooloolah Qld 3445
