Thank you for Confirming your Appointment

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

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• 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

 

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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

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Raf Hallak 

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Raf Joseph Hallak 

Director & Executive Advisor