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Step 5: Discuss the recommendations

We will discuss the recommendations with you and make sure you are comfortable and agree with them.

 

Once the Statement of Advice is complete. Your financial planner will give you a call to book an appointment with you to present the recommedations.

Upon presentation, each recommendation will be shown to you in which you can agree to proceed with or alter if need be. After all recommendations have been presented and you are happy to proceed, your financial planner will then collect the necessary signatures needed to complete the required forms and applications.

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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