- The health check is designed to make sure the person is maximising their income in retirement, and will go through the person’s current savings / investment plans, tax status, superannuation, wills and insurances.
- The review will take ½ hour per person so if a husband and wife come in, even if all of the investments / super is in one partners name, it will take an hour.
South East Access
Suite 25, 44 Deering St Ulladulla 2539
Phone: (02) 4454 4444
Fax: (02) 4454 0400
Office hours are 8:30 am to 5:30 pm