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Build the foundations for a solid financial future with our Getting Started Package. Start Here...
Getting Started Package

As an Announcer client you also enjoy

  • Safe custody service for all your important documents
  • Email newsletters with financial tips and advice
  • Cash flow monitoring via Cash Management Account
  • Discounts on other Announcer services
  • Invitations to our series of financial talks

GETTING STARTED

SO... you want to get your finances sorted, but don’t know where to start? Well this is the package for you.


Building the foundations to a solid financial future


The Getting Started package is all about setting you up to save, to invest, to be protected and to ultimately work towards a full financial plan to help build wealth. Its setting up solid foundations for your finances.

This package is the first step to understanding your current financial situation, and your pathway to reaching your future plans. It may be the first step, but its the most important one.



  • BUDGET & SAVINGS
  • SUPER & INVESTMENTS
  • RISK & INSURANCE

GET ORGANISED - The Getting Started package will motivate and encourage you to become financially well organised.


* The Fine Print: The Getting Started Package includes 6 hours of meetings and documentation. More complex cases may not be suitable for the Getting Started Package.

 
InVision Multimedia