October 3, 2017 is_admin

What Do We Talk To Our Clients About?

Elise Ryan is an authorised Representative, GWM Adviser Services Limited, Australian Financial Services Licensee

We like to focus on their education, and we run five different seminars each month

  • Common Sense Investing
  • Common Sense Estate Planning
  • Pivot – Your Future Starts Now
  • Kickstart!
  • Income Solutions for Women

We have built a well-researched process for clients when they are

The best investment you will ever make is in yourself, and we believe this investment is not only financially focused. At Income Solutions we encourage our clients to invest in education, health and fitness, career and following your goals.

A big focus when talking to our clients is around their goals, what they want to achieve, and we work with them to build a strategy to help them achieve it. We try and make it easy, we know your goals don’t come to you in meeting with your advisor, for this reason we built the my.solutions application. This enables you to log in 24/7, even when you are on holidays, sipping cocktails by the pool and dreaming of what your future will look like, you can log into my.solutions, pop in your goals, and your advisor will be notified immediately. This allows your advisor to consider strategies before your meeting and help you get the most out of your appointments.

Any advice in this publication is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information. The information in this document reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue. In some cases the information has been provided to us by third parties. While it is believed the information is accurate and reliable, this is not guaranteed in any way.  Opinions constitute our judgement at the time of issue and are subject to change. Neither, the Licensee or any of the National Australia group of companies, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this document.
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