The advice we received from Jim enabled us to set up our own SMSF and to acquire own workshop. It has enabled us to build our super assets in a tax effective manner.
Janine
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Our clients chose and remain with us because of our hands on personal experience in business combined with good communication skills, excellent technical ability and a refreshingly candid business approach. It is a combination skill set developed over the 60 plus years life of DFK Gray Perry. The ups and downs of the South Australian economy during this period have provided the experience and defined our culture.
The advice we received from Jim enabled us to set up our own SMSF and to acquire own workshop. It has enabled us to build our super assets in a tax effective manner.
DFK Gray Perry are unique, in that they have a genuine interest in our business. They want to know all about our company, not just the financials, but understand the company as a whole. This enables them to give us advice based on their complete understanding of what our business does.
DFK Gray Perry’s advisory services combine their own financial experience and acumen, with a comprehensive understanding in what we do and what we want to achieve, the meetings assist us to plan, implement and exceed our business goals.
DFK Gray Perry have helped APF overcome the significant challenges faced during the pandemic, with assistance with cash flow budgeting, government support payment application and planning, and financial lending advice this assisted our business to become more agile, and not only survive, but thrive post pandemic.
A relationship with a good financial planner is different because they get to know how you think, what you want to achieve and will work with you to achieve your goals, it is like no other professional relationship and is invaluable to me. Allan is such a financial adviser, and I would recommend him to anyone.
DFK Gray Perry are fabulous! They are a team of multi-skilled people who listen and understand your business. They can speak to you in plain language, are supportive and really get to know you on a personal level. Michael is great in strategy, Sam too. They gave us the confidence to make big decisions for our business and our family.
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89-92 South Terrace
Adelaide SA 5000
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