Mortgage Investment Retirement Handout 1.

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Presentation transcript:

Mortgage Investment Retirement Handout 1

Turning BENEFITS into LOSS MOTIVATION STATEMENTS… Protect your hard earned money in valuable tax shelters Ensure the right tax wrapper helps your money grow We rebalance your portfolio to keep it in line with your objectives Boost your pension fund with extra money from the Government Handout 2

Turning BENEFITS into LOSS MOTIVATION STATEMENTS… Review your current plans to see how much money you can save Help ensure you keep your home should the unexpected happen Help ensure you and your family have money available when you need it the most We place your life cover in trust to ensure the right money goes to the right people at the right time See if you can benefit from better cover, often for a lower premium Handout 3