One of the best decisions we’ve ever made.
“After stepping away from their multigenerational family farm in Central West, Ian and Jane turned to Terrabella Wealth to help manage their financial future” Change. Ian and Jane were first introduced to Angus when farming in Condobolin, NSW. Angus guided them through the transition of the sale of the family farm and continues today to work closely with Ian, Jane and their three daughters to ensure the family legacy continues for multiple generations.
“When we made the decision to transition our financial management to Terrabella Wealth, it turned out to be one of the best decisions we’ve ever made. We were impressed with Gus right from the start. He took the time to visit us at our property, discussed strategies, and made sure we were comfortable with every decision. We trust Terrabella Wealth completely. They manage everything from our investments to succession planning with incredible care and attention.”
Ian and Jane
We couldn’t be happier with the personalised service.
Libby and George, a farming family from Southern NSW, turned to Terrabella Wealth to help manage their off-farm investments and support the long-term success of their family. With their two sons working on the farm, building wealth outside of the property gave Lib and George financial independence, and gave their boys the autonomy to forge their own path. Together, we’ve created a plan that evolves with their changing needs and helps set up the next generation.
“We have been with Terrabella Wealth since its early days, and we couldn’t be happier with the personalised service and commitment we’ve received. They’ve helped us navigate so many difficult decisions, from managing superannuation to succession planning for our family farm – he even showed up on a Sunday to come and smooth things over. We love that Gus is always in touch and looking out for new opportunities. He’s genuinely interested in helping us grow.”
Libby and George
He listens, he understands, and he genuinely cares.
After selling their family farm near Dubbo, Tina and her late husband Pete were looking for someone who would take the time to understand their goals, values, and family. They found that in Terrabella Wealth.” Change to “Peter, Tina’s late husband was instrumental in encouraging Angus to start Terrabella Wealth. Peter and Tina had worked with several large financial institutions before finding Gus. They found Gus’s passion and dedication exemplary, he was always available for Peter’s calls and took the time to intimately understand their family’s needs and aspirations.
“Gus has just always been so passionate about his work. He listens to everything we say, he takes notes, he knows about our family, and what we want and don’t want. We weren’t risk takers, and he’s always respected that. If I need money to travel or help my kids, I just let him know and he makes it happen. He’s like a son to me, really. He’s there for the big picture, he helps me plan for my daughters and grandkids, and that gives me real peace of mind.”
Tina
