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    PEACE OF MIND Package is designed to help protect your family from the financial impact of unexpected events. This is achieved by building on the risk management advice and formulating an 'Estate Plan' with a view of purchasing a Will.

    Estate Planning is something most of us would rather never think about. Despite the common public perception, estate planning encompasses much more than simply writing a Will.

    The truth is that this area of law is perhaps the most important of all in the context of people's everyday lives, it can give rise to the worst consequences if left unattended.

    As a client of Announcer, you will be assured peace of mind that your estate plan will be designed to meet your desired outcome when you family needs it most.
    Peace of Mind package includes all the features and benefits of the GETTING STARTED package with added Estate Planning.
    P E A C E O F M I N D
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    Our professional advisers will formulate your Estate Plan and by obtaining all of the information from any of your investments or wealth worth protecting.

      WHAT'S INCLUDED

    • Interactive Workshop Meeting
    • File Creation /Follow up Estate Issues
    • Nomination of Beneficiaries
    • Complete “Peace of Mind” Document
    • Presentation of “Peace of Mind” recommendations
    • Provide Legal brief to Lawyer (if required)

    GUIDE

    • Announcer Law (current pricing)
    • Wills from $150 +GST ea
    • Power of Attorney from $150 +GST ea
    • Power of Guardianship from$150 +GST ea
    • Testamentary Trust P.O.A
    • Allotted time: 5 hrs
    P A C K A G E F E A T U R E S
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    As a part of PEACE OF MIND 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
    M E M B E R S H I P
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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.
    PEACE OF MIND™ PACKAGE
    from $495/per family    		 Call us Today on
    02 9251 5558    		 START HERE
    C O S T - START NOW
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Home Packages Peace of Mind

One of the biggest myths about financial planning is that you need to have a lot of money to visit a financial planner. The truth is you don’t! Everyone can use a bit of extra guidance when managing their finances, regardless of what stage of life they're at.

About Our Service packages

Announcer has introduced Service Packages that make financial planning available to everyone. The packages are designed to meet the various needs of clients at different stages of their lives.

Get Financially FIT

Announcer financial planners are here to prepare you financially for life events and goals, to help you navigate all the changes in your life with more financial confidence.

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Come in for a free and no obligation full appraisal of your situation!
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