Senior Accountant Financial Services
The University of Newcastle
We went with GPA because we assessed they had the ability to think strategically and it was this factor that we needed. We liked the tactical planning aspect as we carry out our plan. We had the basic property sell-down plan, but we needed an experienced head to look over our shoulder and assess its feasibility in being able to comfortably fund our retirement.
We are very happy with the way Jason and his team have worked through our circumstances and how the future could look.