Our series of client briefings 2009 will soon be under way.
Client Briefing seminars coming up in Warwick, Brisbane and Noosa in early October, 2009.
They will be in a similar format to those over the past couple of years – but with a little extra this time: we will present speakers who will address the topic of Estate Planning.
Clients will be aware that this is an area to which we pay a lot of attention: this is not just about your Will; nor is it just about Insurance – what it is mostly about, is whether the right person (beneficiary/ies) will get the right amount and at the right time, in the event of your demise.
For this round of client briefings, speakers from McKays Lawyers will make this presentation and we trust that as many of you as are available to attend, will do so (at the venue most convenient for you). To get an insight into the McKays firm, check out the linked page on their website. (Please note that McKays Law Brisbane became part of the Cornwalls Law national firm during 2019.)
Watch out for notices to be sent out from our office in mid-September.
Clients are reminded that our mantra is that: ‘we listen, we understand; and we have solutions’ to your identified financial needs and dilemmas, that we deliver through personalised, professional wealth management advice – and that we are available to assist you, your family and friends with a holistic range of services that show that we also care about achievement of your financial goals. Call 07-34213456 or use the Contact Us facility on our website to arrange a meeting with one of the experienced advisers at Continuum Financial Planners Pty Ltd.
