ANNUAL ON TRACK MEETING - CHECKLIST
ODYSSEY Financial Management welcome to the inner circle
Have any of your circumstances changed since our earlier recommendations were first made?
Personal
New (or expected) dependants including children, aged parents or disabled children/grandchildren Recently married, divorced or separated Partner now not working; responsible for home/children Need arising from recent estate planning review by lawyer or legal specialist Improvement of a health condition
Employment
New job or occupation or business situation Redundancy Partner now self-employed or in business with others
Financial
Salary increase Inheritance of a bequest New debt New gearing
Your needs should be reassessed if any of the above changes are applicable to you to ensure that your current financial arrangements are still appropriate and you are on track to meeting your goals. Contact our office on 1300 761 669 or admin@ofm.com.au.
Authorised Representative and Credit Representative of Securitor Financial Group Ltd ABN 48 009 189 495 AFSL and Australian Credit License 240687