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GETTING STARTED is an entry level package designed to introduce you to financial planning gradually, focusing on the elementary steps needed on your way to financial freedom.

CASH FLOW

We will work with you to establish and implement a budget that works through Announcer's proven cash management program.

RESEARCH

We will research and review your current risk strategies and devise a comprehensive plan that is best suited to your needs and objectives.

RISK MANAGEMENT

We will research and create a comprehensive personal insurance plan based on your circumstances and needs. Our goal is to achieve this outcome  via the most tax & cost effective means.
 
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We will initially establish a file and collect all of the relevant information regarding your situation. Our professional advisers will workshop your risk profile & obtain all of the information from any of your investments or insurance.

WHAT'S INCLUDED

  • Overview meeting
  • File Creation /Privacy Consents
  • Budget / Cash flow / Debt Control Meeting
  • Cash Management Account/ Direct Debits /Credit Cards
  • Insurance Policy & Superannuation Research
  • Limited Statement of Advice - Preparation & Meeting

GUIDE

  • Up to 3 Superannuation Funds
  • Up to 3 Life Insurance Policies
  • Up to 3 Credit Cards / Personal Loans
  • Allotted time: 6 hrs
 
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As a part of GETTING STARTED package you will enjoy the benefits of our membership program. We will keep you regulary informed via regular bulletins, investment updates.

  • Safe Custody Service
  • Client Contact with Announcer for Non-Advice matters
  • Constant Contact via newsletters, emails, podcasts
  • Client Incentive Program
  • Cash flow monitoring via Cash Management Account
  • Discounted Fees to become a FULL One_Stop_Shop Client
  • New Financial Services Offers
  • Document duplication and Certification service
  • Invitations to Economic Commentary Sessions
 
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At Announcer we want to make your first step to financial success with us the only one you will ever need.

In an age when time is precious we can consistently deliver your financial goals without the stress and duplication of having to meet a new person every time you want to take another positive financial step.

Your initial consultation with our advisor is at no cost or obligation to you.
GETTING STARTED™ PACKAGE
from $495/per person		 Call us Today on
02 9251 5558		 START HERE
 
InVision Multimedia