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"Corporate hippie done well thanks to Michael Drage & Perspective Group"
We joined Michael when we had a very high tolerance for risk, few commercial skills or financial acumen. Unfortunately we were also hampered by an unfocused road map that started with little equity and a young family.
Perspective was competitively advantaged versus other wealth creation partners because the plan we jointly built was personalized and highly effective in that it was funded both through savings & tax minimization. We have seen transformational growth in our assets as opportunities were presented across the risk spectrum and at very often with access prior to the market-at-large - meaning greater returns. However, we have stayed and recommended others for even more important reasons; trust, growth in Perspective's portfolio offer and its one-stop shopping service to clients.
While Michael Drage is critical to the success of the business I cannot go without commending the great team that stewards my family's future even though we are overseas. Our future continues to get brighter due in large part to Perspective Group. A 5 star rating.
Ian Tetro
VP Business Development & Innovation
PepsiCo ASIA
I was recommended to Planning Perspective by a friend who had been very impressed with the service and results he had received. I first met with Mike and Paul who showed a genuine interest in my family's situation and needs, and were very knowledgeable with their advice. Over the last 18 months they have helped me with all areas of my financial requirements such as restructuring my bank loan package to reduce my interest rate fees and allow more funds to be invested, given me strategies to save me tax, and I have achieved solid investment returns at minimal cost to me.
In addition they overhauled my will and other estate planning documents to protect my assets for my family, put in place a life insurance package to also protect my family and my business partner in the event of my death or incapacity, and I now have a self managed super fund with a portfolio of investments in place.
I feel that I have a comprehensive and co-ordinated financial plan which is specifically tailored to me. I would recommend Perspective to anyone seeking clarity and direction in their financial affairs from a team which is knowledgeable, diligent and genuinely interested in their clients well being.
Matthew Melhuish
CEO
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