Andep Investment Consultancy - Financial Planners | Financial advice gift voucher
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Financial advice gift voucher

$250.00

Give the gift of trustworthy financial advice this Christmas.

For the special price of $250 incl. GST this voucher entitles the holder to a meeting with an experienced adviser (this usually lasts for 1 hour) and a write up (usually 1-2 pages) of the advice.  This is then emailed to the client after the meeting to aid them with implementation of the recommendations made.

This is roundly a 50% discount on Andep’s hourly rates and is available to new clients only- though can be purchased by an existing client for a loved one to use.  This voucher will only be available for purchase prior to Christmas Day.  A unique voucher code will be provided once you check out and automatically emailed to you.  Either quote this or simply quote the name and/or phone number used to make the purchase when booking an appointment.

The length of the appointment will vary depending on the number of issues the client wishes to discuss. The 1 hour time frame is a guide for how long our appointments usually last but there will be no minimum or maximum time put on the meeting and any length of time will be covered by the voucher.  This ensure we can comprehensively go through the clients existing circumstances and advise on all aspects of their financial life. The appointment will provide the client with an abundance of new information, which is then reiterated in the notes that are sent out after the meeting to ensure nothing is forgotten.

At Andep we offer independent, light-touch advice that will help ensure your loved one is on the right track and will mean they have an established relationship with a trusted adviser if ever needed again in future.

If you have any questions regarding the voucher, Andep or would like to pay for the voucher using EFT, cheque or cash please feel free to call the office on (08) 9225 5899.

We hope you have a happy and safe Christmas and New Year.

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Description

Financial advice gift voucher for use by new clients only.

Providing Uncompromised Financial Advice In Perth Since 1982.