In this wealth management webinar, we are pleased to inform you that our firm provides a full in-house offering for your personal financial needs.
Webinar summary
Key takeaways:
- Financing and Refinancing – Interest rates are at an all-time low, It’s never too late to refinance and it’s not as expensive as one might think.
- Personal insurance – is designed and tailored to protect your ongoing ability to earn an income to provide financial security for your family.
- Estate Planning – Have your affairs in order to avoid your loved ones enduring additional burden.
Presenters:
- Jonathan Philpot – Partner, Personal Wealth Management
- Betty Preshaw – Director, Debt Advisory
- Andrew Kennedy – Risk Advisor, Insurance Services
- Robert Monahan – Director & Lawyer, Estate Planning
Download Resources:
Click here to download the slides.
We are here to help:
For a complimentary review on your existing home loan rate please contact Betty Preshaw, Director on 02 9020 4226 or at bpreshaw@hlbnsw.com.au.
If you have any questions regarding the presentation or would like to have a discussion regarding your own situation please please contact Kim Kelloway, Head of Clients and Markets.
For more on this topic, visit our Wealth Management webpage which contains a collection of articles and updates to help you during this challenging time.