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Step 4: Consider the strategies

We will consider the strategies (eg, social security, super, debt, estate planning, protection, investing etc), then develop and present you with written recommendations in a financial plan (called a Statement of Advice).


After our discussions your financial planner will need to formally document the facts and figures, the strategy, structure, the risks and fees will all be documented in a Statement of Advice.

This Statement of Advice will need to be produced before we can proceed or implement the advice.

The Wealthsure AFSL applies to financial product advice only. Please note Mortgage Brokering, General Insurance, Accounting, Legal Document Drafting, Taxation, Real Estate and Business coaching are not considered to be financial products.

The information contained within the website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, Connect 4 Financial Services Pty Ltd will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.

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