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Win One Year Of Financial Advice From Dolfinwise

Win One Years Worth Of Personal Finance Advice From Dolfinwise valued at $3,520


Dolfinwise is a professional services firm that provides comprehensive financial advice to some of Australia’s most successful people. Their mission is to make a difference in the lives of their clients through the highest standards of both advice and service. At Beyond the Bride we are pleased to be able to offer the following fantastic prize valued at $3,520 to a subscriber couple:

 

Prize Details: One year’s personal financial advice* from Dolfinwise including an initial fact finding meeting**, written statement of advice covering numerous aspects of the winners situation. Including where appropriate advice on cashflow management, home purchase and financing, superannuation advice , wedding budgets and financing, savings plans, investment advice, salary packaging, risk management, estate planning and ongoing support and education over the course of 12 months.

 

(*Current standard minimum fee for this service is $3,520 per annum and any/all financial products that may be recommended will be provided commission free or rebated, prize is not inclusive of advice on trusts, companies or self-managed super funds, should the winner have such needs a discount of $3,520 will apply)

(** Initial meeting and ongoing advice will be conducted remotely if winner is not from South East Queensland or Sydney Metropolitan areas or able to travel to Sydney or Brisbane offices)

 

Dolfinwise is an authorised representative of Paragem Pty Ltd Australian Financial services number 297276. www.dolfinwise.com.au

   

 

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Terms and Conditions

* One entry per person

* You must be a member of our newsletter list to enter - Click Here to sign up

* Competition closes 5pm on 24th April 2010

* All prizes are sent to the winners from the supplier.

* Beyond The Bride takes no responsibility if supplier withdraws the prize during or after the competition

* Entrants must be over 18 to enter and must be an Australian resident