We've put your plan into action
Let's run through everything
Book an action meeting with Karen Lethlean.
When you don't have the time (or desire) to DIY your financials. We do all the heavy lifting to make your financial recommendations a reality. Prior to this meeting, we have:
- Worked through all outstanding paperwork and dealt with the funds / banks / investments / insurers.
- Ensured that we've spoken to all the right parties required.
- Arranged for you to work with Karen to run through everything that is in place, answer questions, and log in to any online systems/portals.
Call us on 1300 983 942 to request an out of hours appointment if the available times do not suit you.