Review My Situation

 

Review Client

 

Congratulations, you have taken the first step to ensuring your financial situation is on track to financial freedom. As you have received the review letter please tick the box on which areas of advice you wish to receive your review on.

 

Need to know how much in fees you are paying on your superannuation?

Need to know where all of your superannuation money is currently invested?

How to ensure your retirement income is greater than $12,373.40* per annum?

How you can you pay the mortgage if you can no longer go to work?

How to ensure if you were to die tomorrow, your loved ones will receive your assets?

How to save around $5,000 in tax without committing a crime?

*Centrelink Aged Pension annual amount for an individual in a couple from March 2009

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Life Assets Pty Ltd is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 Australian Financial Services Licence No. 236523

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