18/02/2022
At Verdure Financial Planning Solutions, we are always doing our best to provide you with first-class service. Our goal is to help you make educated and well thought out financial decisions. This includes improving your financial knowledge and relieving anxiety about managing your money.
In addition to wishing you well for the 2022 calendar year, please be advised that we have decided to end our relationship with the Licensee Synchronised Business Services Pty Ltd trading as Synchron AFS License number 243313 and joining a new Licensee.
The new Licensee is Lifespan Financial Planning Pty Ltd 23 065 921 735 AFSL 229892 (Lifespan) and while our time with Synchron has been good we believe this new License will be an excellent fit for us. Lifespan will now be responsible for all of our financial advice. Please note that there will be no changes to the products you hold or the cost of those products due to this transfer.
As part of the transfer, Lifespan will obtain access to your personal information for us to continue to provide you with ongoing services. If, for any reason, you do not wish to transfer your policies/accounts to Lifespan, write us on [email protected] that you wish you opt out of the transfer and your accounts and policies will become unadvised and future dealings relating to your financial planning needs would need to be between you and your insurer or fund manager.
Remember, that as a part of helping you to make decisions that lead to you meeting your financial goals and objectives, we can provide you not only with personal insurance advice, but also with investment, superannuation, retirement and tax strategy advice. We are professionals in financial advice and our goal is to help you manage your funds wisely.
If you would like to see and speak with us in person, we are happy to meet you in our new office at 216/430 Little Collins St, Melbourne, or online, or at a place convenient to you, if possible.
So, if you want to know more or have a question, please contact us by:
Phone: 0415 857 225 or
Email: [email protected]
Of course, you are welcome to contact us at any time to get professional financial advice. Thank you for entrusting us with your financial planning needs, and let’s discuss what more we can do to help you?