I am pleased to announce an offer to ADF members looking at transitioning from the ADF. The offer is based on our Foundation Discovery package which is focused on discovering your financial traits/behaviours, financial goals, and financial strategies that may assist with achieving your financial goals. There are no product offerings in the Foundation Discovery.
The ADF Transition Package goes one step further by adding in six months of Money Management using a suitable app to track your spending and conduct a Plan B Needs Analysis based on your situation after leaving the ADF. There is very little product offering in this package and it is aimed at getting you financially ready for leaving the ADF. As an initial promotion bonus, until the 30Jun22 we have included an extra six months of access to cashflow management support. A 10% discount off other services is also available where requested as part of the package.
Foundation Discovery
Includes
- Financial Behaviour Analysis
- Risk Profile and Assets
- Goal Planning & Analysis
- Goal Strategies Opportunities Analysis
Includes
- Financial Behaviour Analysis
- Risk Profile and Assets
- Goal Planning & Analysis
- Goal Strategies Opportunities Analysis
ADF Transition Package
Includes
- Foundation Discovery, plus…
- Plan B (Personal Insurance) Needs Analysis
- Cashflow Management (6 Months)
- Bonus: Extra 6 months Cashflow Management
- Planning & Analysisategies Opportunities Analysis 9 (Offer until 30Jun 22)
- 10% Discount off other financial advice services obtained as part of a package
Includes
- Foundation Discovery, plus…
- Plan B (Personal Insurance) Needs Analysis
- Cashflow Management (6 Months)
- Bonus: Extra 6 months Cashflow Management
- Planning & Analysisategies Opportunities Analysis 9 (Offer until 30Jun 22)
- 10% Discount off other financial advice services obtained as part of a package