Step 7: Review

We will periodically help you review your objectives, financial situation and needs.


After everything is in place, your financial planner will notify you and begin tracking your progress. Monthly updates are provided regarding financial markets taken from a range of trustworthy sources.

We offer an annual review to all our members. During more unstable times like the GFC we may see you on a 6 month basis to fine tune and tweak any issues or concerns you may have.

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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