4. Present your Strategy
This is a meeting to present strategy recommendations, we will focus on how our recommendations will achieved your desired outcomes.
You may take the plan away for final consideration or adjustment and when you are happy you give us the authority to proceed.
We will assist with insurance underwriting requirements to make the process as smooth as possible and prepare all the necessary paperwork and forms. Here at Peer Wealth we will monitor all aspects of the strategy implementation through to completion.
Peer Wealth Pty Ltd is a Corporate Authorised Representative (Representative No, 300728) ABN 24 115 294 463 of Futuro Financial Services Pty Ltd, Australian Financial Services Licensee (AFSL 238478)
This website contains general advice only. You need to consider with your financial planner (or adviser), your objectives, financial situation and your particular needs prior to making an investment decision. Futuro Financial Services Pty Ltd and its authorised representatives (or credit representatives) do not accept liability for any errors or omissions of information supplied on this website.
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