top of page


Thank you for Confirming your Appointment

Your  Financial Planning and Advice Review with Raf is now confirmed and we look forward to discussing with you the following:

  • A review of your Financial Health

  • Update on all your current financial situation

  • Assess and Review your Portfolio

  • 2021 Economic Update and How this year may effect your Financial Situation

  • Risk Management strategy Review

  • Asset and Income Protection Review


If you chose our Barangaroo Office for our meeting, please confirm with us if you require parking


Please feel free to add any other ideas or items to the Agenda and I look forward to meeting with you


With Warm Regards

Raf Hallak 

Raf Joseph Hallak 

Director & Executive Advisor

Lloyd Trans.png
bottom of page