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Brisbane Region Only- Fixed Price Retirement Plan ($1000) + Free Book "Explore Australia" RRP $59

00
OZBARGAINS

Fixed Price of $1,000 for a Retirement Plan (normally $2,000-$5,000 per plan) + Free Book valued at $59.95 whether or not you proceed with a Retirement Plan, if you book an appointment with one of our Senior Qualified Financial Advisers before December 1, 2013.

We offer home appointments anywhere in Brisbane or Ipswich. The appointment does not obligate you to proceed with a plan. We can choose from a range of top product providers. This includes products such as Allocated Pensions, Annuities, Transition to Retirement Pensions and Super.

During this appointment, our financial advisors will work with you to understand your goals and
objectives and review possible strategies that may be available to you. These may include:
• Strategies to reduce your working hours while maintaining your take-home salary.
• Strategies to draw income from your superannuation if you are over 55 and still working.
• Retirement planning options and drawing an income stream once retired.
• Availability of Centrelink entitlements in retirement.

First time offer of this kind. Please email your interest to [email protected]. We will contact you within 1 business day for an appointment time. Please visit our website for our AFSL, Privacy statement, Financial services and Credit guide and disclaimers.
If you are thinking of getting advice on your retirement why not take advantage of this great offer.

Related Stores

limestonefinancialplanning.com.au
limestonefinancialplanning.com.au

closed Comments

  • +3

    "We do not rely on gimmicks to bring us customers, we rely on the quality of our service and word of mouth only."

    • lol

    • That is correct. This is not a gimmick. It is a genuine offer and a good saving for a Comprehensive Retirement Plan. We work on a fee-for-service basis for our Retirement Planning, not a "Commission basis". There are no extra product commissions we receive. Therefore it is not a gimmick to try and get you into a product. Some plan were do are purely strategy based with no products involved.

  • +2

    Sounds an awful lot like your charging $1000 for one of your financial advisors to try to sell a financial package not unlike what Aussie does with home loans.

    So you get $1000 reguardless of wether or not the person wants to follow this plan and if they go ahead with it you get paid a commission from whatever plan you've sold.

    • As mentioned above, this is not a gimmick. It is a genuine offer and a good saving for a Comprehensive Retirement Plan. We work on a fee-for-service basis for our Retirement Planning, not a "Commission basis". There are no extra retirement product commissions we receive. Therefore it is not a gimmick to try and get you into a retirement product. Some plans were do are purely strategy based with no products involved. So, we do not get paid an extra commission if a plan goes ahead.

  • +1

    Where do I puke?

  • +5

    Financial Information Service ( http://www.humanservices.gov.au/customer/services/centrelink… )

    A free, confidential service that provides education and information on financial and lifestyle issues to all Australians.

    The information you get from the Financial Information Service (FIS) can help you:

    understand your financial affairs
    learn more about investing
    learn how to save and plan for the future
    learn more about shares, property, salary sacrificing, and superannuation
    start planning your retirement and understand the options available
    understand the financial implications when you, or someone close to you, is considering moving into residential care
    use credit in a sensible way
    

    Our FIS officers can show you how to make informed financial decisions and help you understand the consequences of those decisions in the short, medium and long term.

    FIS officers provide information to people over the phone, at personal interviews, and through financial-education seminars held in a range of locations across Australia.

    • -1

      This is a great service offered by Centrelink. This is a good starting point when planning for retirement. However, Centrelink cannot offer a complete financial plan - ie they cannot advise on, or place your investments. If you require a retirement/super product or advice on placing investments, asset allocation etc, you will need to see an Accredited Financial Advisor.

  • +3

    I'm saving up free stuff I get from ozb that I'm going to sell to fund my retirement.

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