Delphi & Co
2025-11-05T01:29:29.017Z
CALL DELPHI & CO NOW TO SET UP YOUR SMSF!! …. DON'T WAIT TIL YOU'RE ALMOST 60 YEARS OLD LIKE I DID!!Excited and proud first-time investment property owner through my newly set up SMSF as a single female who has recently turned sixty!I first began researching the possibility of moving my superannuation from a Victorian State Government superannuation fund into an SMSF at the start of 2024, having heard of this investment strategy several years prior to that, and I can only say I wish I had taken this leap of faith much sooner!I contacted and had discussions with two other providers throughout 2024 and while they could provide the relevant information and answer my questions, they ultimately either stopped following up with me, presumably because I hadn't yet made a decision and worse than that, the second group requested I send through various pieces of sensitive information, eg superannuation statements, etc which they were going to analyse and check with their finance team to ensure that there would be no unexpected tax implications on my existing super, if I chose to move it into an SMSF. After three subsequent unanswered Emails, I phoned and spoke to another colleague of the person I had been liaising with, and while they reiterated the information I already had, I was left with the feeling that they were not at all passionate or committed to guiding me through such an significant process in order to allow me to make an informed decision and I was left feeling very disheartened.⭐This all changed though, after enquiring about an SMSF for one final time with Delphi & Co ⭐From the moment I was contacted by an initial phone call from Todd McCabe, his calm, friendly and incredibly patient demeanour, coupled with his exceptional knowledge of this investment strategy immediately made me feel at ease and at no time did I feel under any pressure whatsoever to move forward until I was ready to do so. He assured me that before I made a decision, I would be as well informed as he is about the SMSF process and that this is one of Delphi & Co's goals; to ensure their clients are as well informed as they are, with no questions or concerns left unanswered. Todd would attest that I asked, and raised, literally hundreds of questions and concerns, many of them asked multiple times, and they were answered every time, both verbally and/or in writing, without any sign of frustration from Todd!Once I had made the decision to progress, I was kept informed at every stage about what the next step of the process would be and the introduction to each of the different professional specialties required, eg financial planner, loan specialist, legal specialist, property manager, etc all happened at the appropriate time and I was again, able to ask further questions of each of them to satisfy any queries I had.I am ecstatic to say that based on current property estimates for similar new townhouse properties, the investment property purchased by my SMSF, which settled in August of this year, had already increased in value from anywhere between $65k-$84.9k (8.39%-10.95%) between the date of signing the contract and the settlement date! It has been successfully tenanted since that time, and I cannot wait to see what my new retirement scenario will look like in another 5-7 years’ time!I would not hesitate to recommend Delphi & Co to others seeking to unlock their super to invest in property and only wish I had looked into this as a path to build my retirement savings faster and sooner!!