News Update

Our Services

The objective of our ongoing service is to:-

Provide you with appropriate strategies tailored to your objectives
Keep you informed of changes that may affect you
Establish an ongoing partnership
Provide you with “sleep at night” comfort

Our services to you :-

Quarterly, half yearly or annual face to face discussion
Review of your current investment portfolio
Review current versus future lifestyle goals and objectives
Review your wealth protection and insurance needs
Investment structures
Debt management
Tax planning strategies
Retirement planning
Dedicated customer service representative
Portfolio valuation
Regular communication via eNewsletter
Liaise with other professionals when appropriate on your behalf
Regular economic updates
Ongoing relationship with your financial planner

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Disclosure Statement:

Tony Skinner, Treona Pty Ltd t/a SWM Finance Matters 63 007 813 729 and JV Wealth Pty Ltd 51 141 825 566 are Authorised Representatives of Wealth IQ Group Pty Ltd (ABN 45 644 154 914) AFSL 527880.

General Advice Warning:

The information in this communication is provided for information purposes and is of a general nature only. It is not intended to be and does not constitute financial advice or any other advice. Further, the information is not based on your personal objectives, financial situation or needs. You are encouraged to consult a financial planner before making any decision as to how appropriate this information is to your objectives, financial situation and needs. Also, before making a decision, you should consider the relevant Product Disclosure Statement available from your financial planner.