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GET A 30-MINUTE VIDEO STRATEGY SESSION WITH AN EXPERT Financial ADVISOR AT NO COST

VALUED AT $440

HERE IS WHAT THE 30-MINUTE VIDEO STRATEGY SESSION WILL ENTAIL

  • Laser focused assessment of your current financial position:

    A thorough assessment of your current financial position, uncovering your biggest financial headaches, and the potential opportunities to attain your goals via rigorous strategies to lower gaps identified.

  • VITAL GAP ANALYSIS AND DEEP UNCOVERING OF YOUR FINANCIAL GOAls:

    Quantitative projections to help you understand your potential financial position without change. Delve into what is important for the client to achieve financially and personally.

  • HIGHLY POWERED COMPUTER SOFTWARE FINANCIAL PROJECTIONS:

    Industry-leading projections allowing the client to understand the potential position after investing in Financial Advice

  • THE ANCHOR WEALTH INNOVATIVE FINANCIAL PLANNING PROCESS:

    A complete rundown of the next steps, the financial planning process, and the simple steps required to get started.

  • Open the floodgates with industry leading strategies:

    As Strategy Financial Advisors, we will open the floodgates of strategies and financial options, allowing you to make an informed decision in our 30 minute video strategy session.

  • Financial advice without spending out of pocket:

    Just like 1000’S of Australians who are receiving vital Financial advice every year without paying for the advice out of pocket, find out whether you can also benefit. Claim your 30-minute video strategy session to understand your options and make an informed decision.

 

 

STRATEGIC OPTIONS

BASED ON YOUR GOALS

Industry-leading strategies explained in simple language, helping you understand the basis of the strategies and the benefits in relation to your goals.

HOW ANCHOR WEALTH WILL HELP YOU :

We contact and obtain the client’s current policy providers, collecting the information required, subsequent to the client’s authority to access authorized. We undertake 3-6 weeks of stringent research, depending on the complexity of the scope of advice, presenting our recommendations in a comprehensive industry-standard Statement of Advice document.

We take care of the current product provider transactions, complete the paperwork required, and finally do all the implementation to complete current product providers’ change. We explain the exact hand holding we provide, making the process extremely simple, allowing you to get on doing the things you love.

DON'T JUST TAKE OUR WORD, SEE THE LIST OF THE BEST FINANCIAL ADVISORS

HOW A ZOOM VIDEO IS VIRTUALLY LIKE MEETING US FACE TO FACE:

ZOOM video calls offer a very high-quality video image and easily allow clients to understand the figures explained. We write on our tablets displayed on your screen via Zooms screen sharing capability, making it seamless to follow and understand for the client. Best of all, there is no requirement to be a zoom member or have an account for the video call. Click the link emailed once registered for your video strategy session, and use any device with a camera and microphone, e.g. mobile phones, tablets, and desktops.
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183 Melbourne St, North Adelaide South Australia 5006