Reviewing  

 Your Finances 

You may not think you need a financial planner, but every so often everyone should see one. 

When it comes to Car insurance, Health Insurance, Power providers and Pay TV, most people are regularly checking to see if they are getting the best deal. This is less the case with Superannuation, Life Insurance and Wills. 

If any of the following sound familiar, we can help:

- You have an old super fund, or many funds - 
- You haven't reviewed your insurance in years - 
- It's been a while since you did your Will -

- Your situation has changed in the past 5 years -
- You had
 an adviser, but haven't seen them in a while - 
- You're unsure where your 'anything' is -

Our Free Review Service

 

Following the Royal Commission, the big banks have all but left financial advice resulting in a number of closed  Financial Advice businesses, and advisers leaving the industry with no communication to clients. 

The fallout of this has meant everyday people have lost their advisers, are unsure of their options and have been left worse off. 

If you were a client of any of those institutions, we offer a complimentary review service where we will look over what has been set up by your previous planner, discuss what you are trying to achieve and can provide you information about your situation and your options. 

If you require further advice we can let you know of any costs and the process from there, but at the very least you'll be getting peace of mind from a trustworthy resource. 

Interested in taking the next step?

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Give us a call on 03 9801 8822

Email us at planning@limefinancial.com.au

Find us at Suite 405, Level 4, Knox City Centre (in the tower) Wantirna VIC 3152

DISCLAIMER: The information contained within our website is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. 

Because of this, you should consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances.

Fradburg Partners Pty Ltd ATF Fradburg Trust TA Lime Financial Planning ABN 17 871 636 873 is a Corporate Authorised Representative of

Affinia Financial Advisers Limited AFSL No. 237857 ABN: 13 085 335 397