Now is the time to get rid of that niggling worry that your superannuation isn’t performing as you’d expected or your ‘affairs’ are not quite in order… During September, we will be providing current and relative information from Keystone Financial giving you the facts surrounding Superannuation, Insurances, Wills and more. Don’t think this is another sales campaign, it’s not. This information is vitally important and what’s more, it comes with a FREE offer. Appoint me as your advisor during September and the service comes FREE of charge Regardless of whether you are with a large retail funds manager or an industry super fund, you can’t always rely on them to be constantly reviewing your superannuation structure or your personal insurance policies held in that fund. The fact is that as your life changes, your investments and insurance should too.
So what can you do?
During Super September, I am offering the opportunity for you to appoint me as your advisor and I will go through your statements with a fine tooth comb to ensure your money is invested correctly and that you’re on track to being able to live the retirement lifestyle you desire. This is an invaluable service that may potentially save you thousands of dollars and for Super September it is a FREE service.
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To appoint PJ as your advisor, simply complete the 'Take Action Now' form and we will contact you to go through the very simple process. Alternatively, you can download the form and return to us along with your most recent superannuation statement.
Take advantage of our advisor offer, download the authority form and return to us via:
Email: pj@keystonefinancial.com.au
Fax: 02 9401 9445
Post: PO Box 7972 BAULKHAM HILLS BC NSW 2153
Wills. No not Prince William (for all you royal family fans). I’m talking about your Last Will and Testament. Before your eyes glaze over here’s something I’ll bet you didn’t know: If you die in NSW without a Will your estate is administered by the State Government. Now I don’t know about you but if the State can’t seem to build a rail line out to Kellyville what hope do they have of knowing your wishes after you’re dead!
Read More... Insurance. Too many people I speak with ASSUME they have insurance in their Super or have no clue what their level of cover is. This is like playing with matches next to a petrol can! Read More... |
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