The Cube Financial Wealth Check will be provided by a team of
qualified investment advisers. During the Wealth Check we will:
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Assess if you are on the right track with your investments.
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Assess the effectiveness of your investment structure.
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Assess if you are paying too much tax.
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Provide a generic overview of your share and property portfolio to help
determine if it is well balanced and maximised for growth and income potential.
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Assess if you have the right asset management and risk management plan for all
of your different assets.
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Help determine if your current financial plan is going to enable you to achieve
your investment goals and objectives.
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Answer your questions and provide insight into your particular financial needs.
This Wealth Check provides you with a unique opportunity to receive information
from a qualified financial adviser who can help you on your way to creating
greater wealth and achieving your investment goals.
Alternatively you may call our customer service
line, or email
wealthcheck@cubefinancial.com.au
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