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Free Financial Health Check
Obligation Free
We firmly believe that everyone should have access to impartial financial advice from experienced professionals. That's why when you purchase a Simonds home we'll offer you the opportunity to receive a no obligation free financial health check. Your financial situation will be assessed and a personalised financial strategy prepared to meet all your current and future financial objectives.
But first, ask yourself the following questions:
But first, ask yourself the following questions:
Insurance
- If you stopped working due to illness or injury, could you still afford your mortgage and living expenses?
- Do you have sufficient insurance to cover your family's needs should something happen to you?
Superannuation
- Do you know where all your superannuation is and how it is invested?
- Do you know how much you will need to fund your retirement?
Investments
- Do you understand which investments are appropriate based on your risk tolerance?
- Do you understand how diversification can lower your investment risk?
If you answered NO to any of the questions above, then you should consider our no obligation free financial health check with our impartial financial advisory partner. Participation in the financial health check will assist you to ensure all your financial bases are covered.
Your questions answered
Q: What is this free financial health check offer all about?
A: When you purchase a Simonds Home you will be offered the opportunity to have a
free financial health check that will cover your personal situation with regard to:
- Income protection insurance
- Life & Total Permanent Disablement insurance
- Trauma insurance
- Superannuation
- Investments
Q: Is there any obligation to proceed if I accept the offer of the free financial health check?
A: No, there is no obligation to accept any of the recommendations that may be made to you.
Q: Who will be conducting the free financial health check?
A: Acorn Financial Group (ACFG) (ABN 89 118 110 277 - AFSL 299 171)
and its advisory partners will be providing the free financial health check.
ACFG is a financial services advisory firm with longstanding capabilities in the provision of specialised superannuation, investment and risk insurance advisory services.
ACFG is not contractually bound by any of its financial service providers to recommend their product. ACFG is able to place business across the marketplace which allows an objective solution based financial advisory service which is not product driven.
ACFG is a financial services advisory firm with longstanding capabilities in the provision of specialised superannuation, investment and risk insurance advisory services.
ACFG is not contractually bound by any of its financial service providers to recommend their product. ACFG is able to place business across the marketplace which allows an objective solution based financial advisory service which is not product driven.
