Eddie & Marian Harvey

Eddie and Marian are self made people and have recently changed their affairs around to allow them to be self funded retirees.

We have reorganised their affairs to allow them a very tax effective income and to assist them to obtain all the benefits of their previous business arrangements.

Eddie is a production engineer by profession and built from scratch and ran for many years his own successful large business. As you can imagine he is also no shrinking violet, he expects a professional and highly competent job - no excuses.

About our service he has said:
"Marian and I have no hesitation in recommending Sherman Jenner and his team. We believe his secret is that he has a very good team - it’s actually the whole team that is assisting us.

Their documentation is of the highest standard and very thorough, the investment management is proactive and detailed. Importantly we are able to have an intelligent discussion about the pros and cons of alternate approaches and this assists us to make informed decisions about our affairs".