Synstrat wishes to announce that Graham Middleton is to retire at the end of the current financial year. Graham is a founder of The Synstrat Group and has been an integral part of the business providing insights into the dental and veterinary professions with his trademark pragmatism and storytelling. From the beginning, Graham and Bill Dewez (also retired) set out to assist clients with the Synergy and Strategy of their businesses; hence the name Synstrat. They built the Synstrat business on the basis of providing solid accounting services, administration and investment advice for superannuation funds and investment portfolios, and strategic business advice to clients; mainly to owners of dental and veterinary practices and medical specialists. They also committed to not promoting high risk investments such as unlisted property syndicates or timber plantation investments and to avoiding certain life insurance products which were discredited in the marketplace.
Over the years, Graham has led the fight against health fund pressure on dentists, corporate buyouts of dental and veterinary practices, and other issues which erode the value of your practice goodwill. Graham has shared his knowledge with many people over the years and has helped clients achieve success in their businesses and in their retirement. Almost every person that has contacted Synstrat has a story of how he helped them seal a deal, minimise practice overheads, or perhaps took them to watch Melbourne Storm play. His passion for his work is obvious to all that he speaks to.
While we will miss Graham, the Synstrat team is strong and the continuing directors David Willis, Michelle de la Pierre, Paul Steel, Cameron Darnley and David Collins look forward to continuing his legacy into the future. Our business model remains unchanged and our focus on building client wealth and solving their business issues remains undimmed. Importantly, our approach to investment advice will not alter for clients with investment portfolios and self-managed superannuation funds with Cameron Darnley and Roger Armitage continuing to lead the investment selection process and Jenny O’Brien remaining at the end of the phone for those times when you have queries or wish to execute transactions.
In the new financial year, we will discuss with clients how we will continue to meet their business and personal financial advice needs including the team members that will be responsible for servicing their needs in the future.
We hope you take this opportunity to thank Graham for his positive input into your practice prior to his retirement at the end of June 2020.