Annual review reminder
As part of our ongoing service to you, we make sure that you are up to date with any important changes that could impact you. There have been some recent changes in legislation, the current financial markets and some product changes that I would like to discuss with you.
Could you please call us on 02 43654466 to discuss what changes could impact you.
It's time to review your policy.
Also a regular review of your financial plan can be a valuable way to identify any areas where a change in strategy might be needed. It’s also a good opportunity to discuss any changes in your personal situation, your goals and overall investment risk profile. Even if you haven't had a review with us before, now is good time to see what changes can help you now and in the future.
If you’d like us to review your financial plan, you can call us at Synergy Wealth Solutions on 4665 4466 to set up a meeting.
I look forward to speaking to you soon.
Peter & Jodi