Exciting times for Endeavour Private WealthHello again, It is with much excitement we announce that Endeavour Private Wealth will be joining Insurance AdviserNet Financial Services (IAFS). As you may know we have until now used licensee services from Apogee Financial Planning. This is an amicable decision and it’s important to inform you that changing licensee will not impact you. There are no changes to your adviser, current fees, services received and no impact on your current superannuation, investments, or insurances managed by us. A licensee provides planners with a support and compliance framework. We, as a business, pay for these services and it is a condition of all financial planners that they have a licence. We believe that by changing to IAFS we will receive better support and a stronger compliance framework to follow. While these are changes to our business it is importantly business as usual for us when dealing with clients. We aim to provide you with a better experience whilst also providing advice that is both valuable and cost effective. The effective date for our change over is April 22nd. If for any reason you do not wish to part of our move to IAFS you have the option of opting out. This can be done in writing to Apogee. A form will be provided as part of the letter we will send this week. Of course, if you would like to discuss your current plans, investments, superannuation or insurances please let us know. Please contact us on (02) 9997 7904 or info@epwealth.com.au. Kind regards, Jean-Paul Scamps |
End of financial year
ThreeSixty Research Market Update March 2014
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