Give us the opportunity to show you what’s possible & we’ll give you a powerful outlook on your financial future plus tools and information you can use immediately.
Your FREE consultation includes:
- 2 hours with one of our senior financial planners at our Maroochydore offices
- An evaluation of the capital amount required to fund your goals, lifestyle and retirement
- A review of your existing investments and their results
- A review of your insurances to ensure you’re appropriately covered
- An assessment of the best investment strategies (property, shares, fixed interest, cash etc.) to suit your circumstances and to meet your goals
- Education on converting bad debt into good debt
- Education on effectively managing your superannuation
- Tips on how to pay off your home loan sooner
- Determining if you are on track to retire with sufficient funds to live your ideal lifestyle
- An estimated calculation of when you can achieve specific goals, perhaps a European cruise or a new ‘toy’ is on the cards?
- A free copy of our financial planning information guide
- A Financial Summary print out of your current and projected financial situation
Valued at over $440 Inc. GST
This consultation will have you primed and ready to take your finances to the next level. Have a greater understanding, make better-informed decisions and work in consultation with your trusted partner to reach your financial success.
Partner with the trusted and experienced financial planners at Ethica to plan and achieve more with your finances. Book in now for your FREE 2-hour consult with a senior financial planner so you can live your ideal lifestyle sooner.