At appropriate times we invite our clients to participate in a Financial Health Check questionnaire. This questionnaire assists in revealing potential trigger events that may warrant re-design of our client’s financial structure or investment portfolio.
Our proactive Financial Health Check, combined with quick responses to trigger events means we don't take up valuable time reviewing a structure that doesn’t need to be re-designed. This frees up our resources to produce quicker turnaround of structural designs when clients changed circumstances warrant.
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© Lanham Investment Advisory Pty Limited, 2006. All rights reserved. Lanham Investment Advisory, AFS Licence No. 222 769
