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Seminars
A representative from Health Super
Financial Planning will outline in
simple terms how investors can best prepare
themselves for the
opportunities ahead in 2010.
January
2010
Thurs
21st
Thurs 28th
Thurs 28th
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Bulleen
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Economic
outlook for 2010
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Wed
27th,Turs 28th
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Warrnambool
and Portland
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Economic
outlook for 2010 |
Thurs
28th
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Glen
Waverley
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Economic
outlook for 2010 |
Thurs
28th
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Melbourne
CBD
|
Economic
outlook for 2010 |
February
2010
Weds
3rd & Thurs 4th
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Warrigul
and Leongatha
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Economic
outlook for 2010 |
Tues
9th & Weds 10th
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Albury
and Wangaratta
|
Economic
outlook for 2010 |
Weds
10th & Thurs 11th
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Hamilton
and Horsham
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Economic
outlook for 2010 |
Tues
16th Feb
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Geelong
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Economic
outlook for 2010 |
Thurs
18th Feb
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Preston
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| Tues
23rd |
Keilor
OR Werribee
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Economic
outlook for 2010 |
| Thurs
25th |
Ararat
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RSVP: To reserve your seat, please
call Health Super Financial Planning
on 1300 780 223
Review
Program 2010
Health Super Financial Planning
has a dedicated review team who provide
our clients with a structured review consultation.
The review consultation would
consist of:
Reviewing changes to your financial situation since your financial plan
was prepared.
Ensuring legislation changes do not have an adverse impact on existing
strategies.
Determining whether any other strategy could be of benefit to you.
As a member of the review program, your ongoing needs will be serviced
through a joint effort between your original adviser and the review
team.
Please note that Health Super Financial Planning review appointments
are based on a Fee for Service arrangement and are charged at a
discounted rate of $160 incl. GST (Appointment Fee not charged for
existing Health Super Account Based Pension Members). Should a
Statement of Advice or a Statement of Additional Advice be required,
the fee for this will be discussed with Adrian in your appointment.
We encourage you to come in to receive a thorough review of your plan
and to ensure your financial strategies continue to be appropriate and
meet your overall financial objectives.
To schedule your review appointment, please contact our office on 1300
780 223.
Pulse
Newsletter
Click below to view our latest
version of our in house newsletter, The
Pulse. We hope you find it informative.
December
2009 Pulse HSFP Newsletter (PDF 40K)
Kind Regards,
Andrew Vogt CFP
Manager |
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If
you do not have Adobe Acrobat,
you can download Version 5.0 here. |
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