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 Welcome to your financial future… As a Jornada ELITE member you would also expect premiere treatment from our business partners so for the duration of your membership you will be granted access to Freeman Fox’s financial planning program Wealth Club.You will be allocated a personal Wealth Creation Manager who will be responsible for the creation of a Wealth Creation and Investment Plan. They will be one of Freeman Fox’s most experienced Managers and your one point of contact for all your private and confidential details.Even still it is not unusual for Peter Spann to take a personal interest in the creation of your plan. Peter will personally overview the performance of your portfolio and could pro-actively suggest modifications and fine tuning to enhance its performance.
You will also have priority access to your Wealth Creation Manager to assist you with the purchase and sale of equities, setting up and managing your self managed superannuation fund, finance for residential property, estate planning and insurance needs and be in the first group of clients to know about investment opportunities from Freeman Fox. |
