Win a Free Financial Plan Worth $5500 from Money Magazine

Make me over competition – Win a free financial plan worth $5500

How to Enter

Email: To enter via email, entrants must send an email to: [email protected] including “financial makeover” in the subject line, in the body of the email include their full name, mailing address and telephone number and answer the competition question in 25 words or less: “why you need a financial makeover”.

Mail: To enter via mail, entrants must send a letter to: “Why I need a financial makeover” at Money magazine, GPO Box 4088 Sydney NSW 2001 on a A4 piece of paper including their full name, mailing address, current email address and telephone number and answer the competition question in 25 words or less: “why you need a financial makeover”.

One (1) entry permitted per person.

Entries close February 3, 2016, 11.59pm (AEST). Entry is open to readers aged 18 years or over.

The Prize
The best (1) valid entry as determined by the judges will be deemed the major prize winner and will win:
One (1) x Goals based first appointment with a professional financial planner valued at up to $5500.00
Prize will include a current resources and the plan for the future statement of advice. Appointment is not product specific and deals with industry, SMSF, retail funds and direct holdings. Goals and objectives of the winner will be the main focus in the appointment.
Prize does not include a full comprehensive statement of advice.
The total prize pool is valued at up to $5500.00 (including GST). The prize does not include any ancillary costs associated with redeeming this prize. These are the responsibility of the winner.

The winner is under no obligations in the first appointment and to implement the statement of advice. If the winner decides to proceed with implementation of any package, additional package or offer given by the financial planner (prize supplier) ongoing fees will apply. Fees may vary depending upon the advice given to the winner and what they decide to proceed and agree with. These fees will be the responsibility of the winner.

Appointment will be made with an independent firm. The exact financial planner firm used in the prize will be determined by the Promoter at its complete discretion.

If the winner is not located near the specific financial planner office and is unable to attend their appointment, appointments can be made and redemption of the appointment can be completed over the telephone. Appointment times are subject to availability at the time of booking.