Breakfast is on us!
Terms & Conditions
By presenting the flyer to our first scheduled meeting, you are eligible for a breakfast voucher redeemable at selected restaurants to the value of $50 per client group.
A 'client group' is where advice is presented to a couple or family seeking advice jointly and where we would present financial advice to those parties towards to the same strategy/goal.
The breakfast vouchers will be presented up to 14 days after the client group engages our services by attending a discovery session with one of our private wealth advisers. The client group eligible must be an Australian resident, business owner, home owner and/or investor with the intent to seek financial advice to improve their financial life.
This voucher is not redeemable for cash, exchangeable or refundable. Your flyer must be presented to us at the time of our session to be eligible meeting the above criteria. We reserve all rights to withhold any vouchers being issued.
It was a pleasure to connect with you at Shire Pink Lunch and we are proud to contribute and raise funds for breast cancer research and their support services.
As we have promised, we are welcoming you to a private meeting to get you started on empowering your financial journey. We understand and personally know the emotional, physical and financial impacts that can occur from events outside our control.
Our mission is to create a confident step forward in your financial life so you have peace of mind for today and towards your future goals.
Below you can arrange on an initial meeting (discovery session) via our online booking portal. This will give us an opportunity to get to know each other and make sure we are a good fit.
Alternatively contact James on 02 9523 2002 for a confidential chat to get started.