Date: 18/05/2015 – 8:00am Owing to their popularity, we will be holding another Executor Presentation Session at our Indooroopilly Office on Monday 18 May 2015 at 8.00am. When talking to clients about their Wills and Estate Planning, I am often told that the Executor of their estate is their children. What I have also discovered is…
The presentation is in two parts. Here they are below. Part 1: Part 2:
Debbie came to talk to our clients about cruising options from Australia and overseas. Here is the link to watch and listen to her presentation:
Conrad came to the March client seminar to talk about the need to stay physically active as we age. Listen and watch Conrad’s presentation below:
Their knowledge and experience shines
A collapse of the financial adviser with whom we had a 20 year association forced us in to looking for a new adviser. This is not an easy task when starting all over again and having to place trust is someone unknown to us. Geoff and Brisbane Money Management saw us through a smooth transition, discussing thoroughly our needs and making suggestions to suit our future and the best ways to invest our funds. The ease and comfort of the transition made this move so easy and we were able to fully trust Geoff and the amendments he was suggesting to our portfolio. Since then we have had excellent advice, complete and open communication and positive growth in our portfolio. The support staff have always been on hand to answer ridiculous questions from us without belittling us in any way. Their knowledge and experience shines through in everything they handle. We are regularly updated on market trends and feel that BMM are keeping an eagle eye on our investments as if it were their own. Most of all, we feel safe with BMM.– Shelia (Age 55, Administration Assistant)
No upcoming seminars listed or looking for something different?
Contact us below to discuss what’s coming up…