Wealth & Lifestyle Financial Planning monthly review

As part of our service offering to you we offer a regular review of your investment portfolio, personal insurances and financial situation. Reviewing your financial plan annually is important for ensuring that the strategies you have in place now continue to meet your current needs and help you achieve your financial and lifestyle aspirations.

This review will last approximately one hour and will cover your Goals and Objectives:

Your current circumstances

Your investment portfolio and strategies

Your financial and lifestyle goals for 2023, and

Any recommended changes to the strategy and your portfolio, if appropriate.

My office will be in touch shortly to arrange an appointment or telephone conference. Together, we can ensure your are on track to achieving your goals.

If your circumstances have recently changed, please feel free to contact our office to arrange a review meeting.

Yours sincerely,

Michael Konstas, CFP®, MCom, BA

Principal Adviser

Wealth and Lifestyle Financial Planning

Authorised Representative(s)

Consultum Financial Advisers Pty Ltd

Australian Financial Services Licensee

Michael Konstas, Naj Farfoud and Dino Cataldo, Wealth and Lifestyle Financial Planning Pty. Ltd is are Authorised Representative(s) of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995, AFSL number 230323, an Australian Financial Services Licensee, with offices at Level 6, 161 Collins Street, Melbourne VIC 3000.

General advice warning
Any advice or information in this publication is of a general nature only and has not taken into account your personal circumstances, needs or objectives. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your objectives, financial situation or needs.

Third party material contained in this email is based on information received in good faith from third party sources, and on our understanding of legislation and Government press releases at the date of publication, which are believed to be reliable and accurate.