At Inteplan Financial Solutions we have embarked on a new program to help super clients who have been abandoned by the banks, and or have had their fees increased substantially by their advisers to cover the ongoing costs of compliance and annual reviews.
We offer our superannuation clients the opportunity to obtain long term advice, and pay no ongoing adviser fees, unless they want to.
Due to numerous changes in our industry if you pay an annual ongoing fee to your adviser you are required to have a review every year, even if none of your financial circumstances have changed.
Even our clients who pay no ongoing adviser fees still receive the benefits of regular communications from Inteplan Financial Solutions as part of our education program with clients, as per this newsletter.
At Inteplan Financial Solutions our focus is on providing cost effective solutions to our clients through long term advice.
Inteplan Financial Solutions offers services in numerous areas of Financial Planning including superannuation, wealth creation and investment planning, cashflow management and asset protection (Life, Total Permanent Disability, Trauma and Income protection insurance) – If you think we can be of assistance in any of these areas or would simply like a second opinion on what you have in place now, please contact us to organise a no cost and obligation meeting. You can do this through our website or simply reply to this email.
No matter where you live these days, whether it be around the corner or on the other side of Australia we have the systems in place to provide you with financial advice no matter where you are located.
We understand that not everyone wants to be provided with free educational newsletters (as per below) that might assist them financially both now and in the future, and should this be the case please feel free to unsubscribe below.
Please do not hesitate to contact me directly should you have any questions or would like to discuss our services on 0414 854 155, or visit our website www.inteplanfs.com.au for more information.
Regards Terry Chudleigh