Seminar Feedback From
Our core purpose is ‘TO HELP COMMITTED CLIENTS ACHIEVE FINANCIAL SECURITY’ Thank you for your attendance at our seminar. Having the right plans in place to manage and grow your super can make a significant difference to meeting your retirement goals. We hope you found the session valuable and ask you to please take a moment to complete the following questions:
1 = Needs improving 2 = Adequate 3 = Excellent The content of the seminar provided attendants with a better understanding of how SMSFs operate The presenters were knowledgeable on their individual topics The content was presented in an easy to understand manner Guests felt comfortable asking questions of the presenters during the seminar Now that you have a better understanding of SMSFs, if you think your retirement savings could be suited to a SMSF and would like to discuss your personal requirements further, please provide your contact details below:
Are You Financially Secure?
At Mulcahy & Co we are in a unique position to provide the expert advice and solutions of accounting, financial planning, lending, legal and information technology all under the one roof. This makes a normally complicated process seamless to help you on your way to becoming financially secure.
WHAT DOES BEING FINANCIALLY SECURE MEAN? It means assessing your personal and business goals and developing a plan to achieve them. 1. Goals & objectives
CONTACT DETAILS
2. Estate plan
Mr/Mrs/Miss
3. Risk plan
Family name:
First name:
4. Asset protection plan
Middle name:
5. Taxation plan Daytime phone:
Mobile phone:
6. Debt plan 7. Retirement plan
Email address:
8. Business plan Business street address: Suburb:
9. Superannuation plan State:
Postcode:
10. Investment plan FOLLOW OUR 10 STEPS TO SUCCESS TO ACHIEVE FINANCIAL SECURITY... Visit www.mulcahy.com.au for more information
mulcahy.com.au mulcahy.com.au MULCAHY.COM.AU
MULCAHY & CO | P 03 5330 7200 | F 03 5330 7250 | INFO@MULCAHY.COM.AU | 300B GILLIES ST NTH, BALLARAT