FINANCIAL HEALTH CHECK

Do you need financial advice?

‘Whatever your age ensuring that you have planned and invested for the future will make a big difference to the quality of your life when you retire’.

To help you take the first step without investing much time or money and to determine if Security National can help you, we are offering a complimentary financial health check, which

allows you to consult with a professional financial adviser. You will be able to discuss your financial goals in light of your current financial situation and receive general advice on strategies available to you.

No strings attached…

When it comes to seeking financial advice, you need an experienced, impartial adviser that you can trust. We are not owned or influenced by any financial product providers and our number one priority is meeting and exceeding the financial planning and investment needs of our clients.

Our combined body of knowledge places our advisers in a unique position to offer clients a complete financial planning service, focusing on holistic financial & investment strategies that are underpinned by important taxation and asset protection considerations.

We aim to invest our time in building a long-term relationship with our clients, by providing clear and reliable advice based on detailed, professional research.

We are offering this complimentary financial health check so we can explain general financial strategies and explain how our service can help you.

How do I take up this offer?

1. 1. Download and complete our interactive PDF data collection questionnaire.
2. 2. Once you have completed the questionnaire it can be sent to our office by either clicking the ‘Send Form’ button at the bottom of the questionnaire or alternatively by printing the completed form and sending it to our office using the details on the form. Or call our managing director, Michael Ibbotson, at our head offices on (03)9510 5400.
3. 3. Once we have your completed form, our managing director Michael Ibbotson will contact you to explain how we can improve your financial situation and to arrange a complimentary appointment.