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Client Testimonials

 

Robbie S
12/10/2021

Hi MT,

Many thanks for your fabulous work. I’m grateful to have found MT as I feel I’ve learned so much from reading your column and listening to your podcasts. After having a bad experience with a broker who was managing my SMSF, I’ve taken it over myself, figuring that I can pay myself to lose money instead of paying them! Actually since reading MT I haven’t been losing money, and my fees are quite reasonable!

Many thanks again.

Paul B
28/9/2021

Hi Marcus and Team,

It really does feel like being part of an investing family.

I’m tracking well and enjoying being a member (and genuinely cared about by the team!), although I’m not quite as active as I used to be in terms of reading everything you make available. Looking after three kids as a home dad sees to that 🙂

That said, retail investing is my job now and has been since I joined. Getting out of my commercial management role in the corporate world and doing this instead has been brilliant, and some of your philosophies and viewpoints have helped influence my approach massively.

E. B
28/4/2021

Thank you MT team… once again, your Newsletter & candid assessments have more than paid for the ‘cost’ of subscription. Our Super Fund sold BHP today, 2 parcels bought in April & May 2020. ‘Risk’ is up there, as noted by MT today – we were sitting on 45% gain. Why sit like a chook on an egg?  Inertia!  Capital Gain plus 2 cash dividends & imputation credits have given us in total a 55.7% gain in about a year. Enough to pay 2x annual Term Life policies for 2 of our 4 Fund members, plus the Fine Art Insurance renewal, with some left over & original capital back in the bank.  A self-funded retirement means having funds at the right time to pay regular expenses. Your Newsletter helps us do that. Thank you SO MUCH.