In this wealth management webinar, we are pleased to inform you that our firm provides a full in-house offering for your personal financial needs.

Webinar summary

Key takeaways: 
  • Financing and refinancing – Interest rates are at an all-time low, It’s never too late to refinance and it’s not as expensive as one might think.
  • Personal insurance – is designed and tailored to protect your ongoing ability to earn an income to provide financial security for your family.
  • Estate elanning – Have your affairs in order to avoid your loved ones enduring additional burden.


Download Resources:

Click here to download the slides.

We are here to help:

For a complimentary review on your existing home loan rate please contact Betty Preshaw, Director on 02 9020 4226 or at

If you have any questions regarding the presentation or would like to have a discussion regarding your own situation please please contact Kim Kelloway, Head of Clients and Markets.

For more on this topic, visit our Wealth Management webpage which contains a collection of articles and updates to help you during this challenging time.