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Thank you for Confirming your Appointment

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

  • Brief Market and Economic Update

  • Your Current Asset Allocation

  • Investments that we May Purchase

  • Investments that we May Redeem

  • Re Assessing your Risk Profile

  • Next Steps

 

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

 

Feel free to contact me or my team if there are any questions or queries.

 

With Warm Regards

Raf Hallak 

047111133

Director & Executive Advisor

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