NEW YEAR PLANNING

| Start 2017 on the front foot

Financial Planning Support Solutions understands that the festive season and summer school holidays can have a big impact on the flow of your Advisory business and that often it is hard to get back into the business mindset quickly following this break.  This often results in all of January and most of February of the New Year disappearing before your eyes.

This New Year, Financial Planning Support Solutions is offering to help you through this this slower period by ensuring that your 2017 kicks off to a great start. you will have client's Statement of Advice (SoA) documents prepared and waiting for you in your inbox.  YES, that's right - while you are enjoying relaxing with your family or taking that well deserved summer holiday, Financial Planning Support Solutions will keep your workflow ticking over and allow you to hit the New Year running with client appointments and presentations.

Up until 5:00pm (AEDST) Friday January 20, 2017, we will be offering discounts of 10% to Advisers that submit plan requests for completion, subject to the longer turn around times of 20 days (latest plans returned will be February 17, 2017) 

Then let Financial Planning Support Solutions help by kicking 2017 off with you.

*Conditions:

  1. Plan requests must be received no later than 5:00pm (AEDST) Friday January 20, 2017 to be eligible and are subject to a 20 day turn around from the day FULL client information is received.

  2. Limited plan requests available throughout this period (total for the period capped at 20)

  3. Subject to an upfront partial payment representing 25% of the estimated total plan cost, due no later than 5 days following confirmation and acceptance of quoted SoA price..

  4. All plans to be finalised and returned to the Adviser by February 17, 2017, subject to delays incurred as a direct result of the Adviser.

*conditions apply

This offer is capped at total of 20 plans for the entire period and won't last long.  

 

To secure your discounts or for further information in relation to our New Year Planning offer, please do not hesitate to contact us at 0457 161 958 or by clicking the discount badge to the right of screen.

Additional conditions apply.  Please see below for further details.

SAVE UP TO 10%* 

Do you find that the festive season sets you back?  Do you feel like it takes you till March to re discover your business mojo?

Connect With Us
  • LinkedIn Social Icon

Location

Australia Wide

Call

03 5022 0837

0457 161 958
 

© 2019 Janine McLean T/A Financial Planning Support Solutions.