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INVESTMENT SUCCESS

THE MOST SUCCESSFUL INVESTORS WERE NOT MADE IN A DAY.

1

PICK A WINNING TEAM

 -  Investment Planner
-  Attorney
-  Insurance Professional
-  Tax Advisor

2

FACT FINDING

-  Goals
-  Investment Plan
-  Tax Plan
-  Objectives
-  Estate Plan
-  Retirement Plan

3

EXAMINE THE DATA

-  Determine if current needs are being met
-  Determine if needs have been contemplated

4

RECOMMENDATIONS

-  Review team suggestions

5

CREATE A PLAN

-  Sign necessary documents
-  Purchase necessary insurance
-  Make changes as needed

6

ANNUAL REVIEW

-  Keep your investment plan fresh

One Vision. One Dream. One Name. One Agency.

Mobirise
Location

One Agency Macalpine Properties
Shop 2/19 Lawrie Street , Gracemere.
Queensland 4702

Contacts

Email: rossm@oneagency.com.au 
Mobile: 0427 002 280 
Phone: 07 4933 1144