Mareeba Dental Centre
Greg Broesder
Having been 15 years with one accountant and 3 financial advisers I really felt as if we were going backwards. Being quite well renumerated as a dentist and my wife a doctor it felt as if we were both slogging away with seemingly no benefits other than a growing tax burden. Utilising tax effective investments we were able to minimise our tax exposure, and then through restructuring using appropriate trusts and holding companies we now have a “wealth creation” vehicle which allows us to look at investing to create passive income away from our professional occupations.
Adrian and his team restructured our
affairs and over a 5 year period we
can now see some definite structure
and rewards for our hard work. I
think Adrian likes to think outside
the box and his calm manner helps
maintain the focus even in times
when mere mortals would panic.
