Annual Review and Rate Watch
With how busy life already is, how often do you really have the free time to work on an annual financial review? But if you’re lax with it, you may soon find your financial position spiralling out of control. So, what can you do?
Here at Centastone, our advisers are ready to assist you with the important task of reviewing your financial position annually. No matter the size of your mortgage or investment portfolio, we’ll help you through our sophisticated and personalised follow up program, which is completely free* of charge to our clients.
This allows us to work with you to monitor and manage your current and changing debt management, freeing up your time to work on what really matters to you.
An important feature of our service is Rate Watch, which allows us to contact you (on request) in response to any movement in the Official Cash Rate, which may benefit or hinder your debt reduction plan. In other words - no need to stress; we can keep track of everything important.
*Subject to T&Cs
For help with your annual review, or any other kind of financial advice, get in touch today. Call us on 0800 543 384 or enquire online.