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Description:

Support ACCOUNTCORP FINANCIAL PLANNING PTY LIMITED ABN 36 159 311 985 At Accountcorp Financial Planning we want to ensure our clients find every opportunity to protect and grow their wealth. We listen to their unique needs and develop personalised strategies to help them achieve their goals. We pride ourselves on always delivering on promises to our clients and keeping them at the forefront of new opportunities as they arise. About our Ongoing Services At Accountcorp Financial Planning we understand that over time your circumstances may change. As a result of this your original financial strategy may need to be reviewed to reflect these changes. This is why we offer to provide you with an ongoing review of your financial plan to ensure that you continue to work towards a secure financial future. Support If you are just starting out or have limited need for ongoing service this would be suitable for you. This service is designed for clients who wish to pay a fee that covers limited ongoing services. This could be someone saving for a deposit for their first home at the early stages of their career or considering their initial investment or superannuation options. What we provide and what this means to you Access to your Financial Planner You will have access to your financial planner to assist with any queries after the initial advice has been provided. A Flexible Review We will review your financial plan when required in accordance with an agreed fee. These reviews will encompass changes to the following - Taxation - Superannuation - Insurance - Economic & Investment Cycles - Portfolio Management & Investment Advice - Government Payment Entitlements & Estate Planning Please contact us if your circumstances have changed to review your financial plan. Liaising with Other Professionals We will work with your Accountant Solicitor Stock Broker or Lender where required to make these dealings as simple as possible. Just remember to let them know my details. Insurance Claim Assistance We will assist you and your family through the claims process in the case of being in the situation that you have to make a claim on your personal insurance. This will allow you to concentrate on what is important to you. Contact Us The Terraces 1 1 Iolanthe Street CAMPBELLTOWN NSW 2560 Phone (02) 4625 9411 Email karen accountcorp.com.au Web www.accountcorp.com.au Corporate Authorised Representative and Corporate Credit Representative of Securitor Financial Group Ltd ABN 48 009 189 495 AFSL and Australian Credit Licence 240687 This information has been prepared without taking account of your objectives financial situation or needs. Because of this you should before acting on this information consider its appropriateness having regard to your objectives financial situation and needs. ACCOUNTCORP FINANCIAL PLANNING PTY LIMITED