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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 
Bulleen
Economic outlook for 2010
Wed 27th,Turs 28th
Warrnambool and Portland
Economic outlook for 2010
Thurs 28th
Glen Waverley
Economic outlook for 2010
Thurs 28th
Melbourne CBD
Economic outlook for 2010

February 2010

Weds 3rd & Thurs 4th 
Warrigul and Leongatha
Economic outlook for 2010
Tues 9th & Weds 10th 
Albury and Wangaratta
Economic outlook for 2010
Weds 10th & Thurs 11th
Hamilton and Horsham
Economic outlook for 2010
Tues 16th Feb
Geelong
Economic outlook for 2010
Thurs 18th Feb
Preston

Tues 23rd Keilor OR Werribee
Economic outlook for 2010
Thurs 25th Ararat


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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