Exciting times for Endeavour Private Wealth

Hello 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

Insurance AdviserNet

For more information on Insurance AdviserNet.

End of financial year

The end of financial year is almost here. With a little planning, you can increase your chances of a healthy tax return and start the new financial year in top financial shape. Here are three tips to get you started.

ThreeSixty Research Market Update March 2014

Highlights;

More synchronised global growth evident across manufacturing and services data.
Signs the US economy is recovering from the impact of the severe weather conditions.
China economy is rebalancing – Government targets a 7.5% growth rate in 2014.
Positive signs emerge for the Australian non - mining segments of the economy.

E: jpscamps@epwealth.com.au
P: (02) 9997 7904
F: (02) 9997 7904

PO Box 1092 NEWPORT NSW 2106

Jean-Paul Scamps & Endeavour Private Wealth, are Authorised Representatives of Apogee Financial Planning Limited ABN 28 056 426 932, an Australian Financial Services Licensee, Registered office at 105 –153 Miller St North Sydney NSW 2060 and a member of the National Australia group of companies.

This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax and/or legal advice prior to acting on this information. The material contained in this newsletter is based on information received in good faith from sources within the market, and on our understanding of legislation and Government press releases at the date of publication, which are believed to be reliable and accurate. Opinions constitute our judgement at the time of issue and are subject to change. Neither, the Licensee or any of the National Australia group of companies, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this email.

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