We are excited to share that we’re re-launching our referral prize draw promotion for our existing clients to reward them for referring friends and family members. We’d love the opportunity to assist the people they know to reach their own financial goals!
Leeuwin Estate Art Series – 2016 Sauvignon Blanc, 2016 Riesling, 2012 Sauvignon Blanc Semillon, 2014 Chardonnay, 2014 Shiraz and 2013 Cabernet Sauvignon
Entering the draw is easy, simply refer your friend or family member to have an obligation-free appointment with us and you’ll be entered into the draw to win a combination of 6 beautiful Leeuwin Estate ‘Art Series’ wines valued at $300.00.
The promotion runs from Saturday 02/01/2020 until 12 pm on Sunday 31/05/2020. There is no limit to the number of entries a client may refer. The draw will be held on Monday 01/06/2020 at 2pm and we will notify the winner shortly afterwards.
Comprehensive analytics and research
We invest a great deal of time and effort researching the best tax effective investment strategies for our clients. We have developed a number of systems to manage and track the marketplace.
The investment landscape always evolves and it is more important than ever to consider your investments and superannuation funds carefully. We pride ourselves on being experts in researching opportunities, investments and strategies that fit in with your retirement goals. We want, our clients to get on with enjoying their life rather than worrying about money.
This information is general in nature and does not take your personal situation into account.
Contact Us for quality financial advice so you can feel good about your future.