Mendel Jodaikin
Retired Optometrist
In my opinion Financial Professionals are a world class company. I am grateful they are situated here on the Gold Coast.
In 2003 my accountants advised me to seek professional advice regarding my Self Managed Super Fund. I was introduced by the accounting firm to Financial Professionals.
Previously I had spoken to a few advisers but had not felt real comfortable.
I was introduced to Marilyn Bee & Ross Rickard, the Principals of the Group, and thanks to their advice I have a good diverse portfolio.
In 2004 I had a stroke and could no longer be ‘hands on’ with my fund.
Thankfully the Financial Professionals team keep a watchful eye on the various investments, informing me on a regular basis, buying and selling when change is needed.
I place my confidence in their ability to keep me in the lifestyle I achieved prior to retirement and my illness.
Thank you Marilyn, Ross and the whole team at Financial Professionals.
