As a valued partner of Finwell Group, Harcourts Rata & Co clients have access to a complimentary, no-obligation initial review of their circumstances with a Senior Consultant at Finwell Group (valued at $249).
This 30-minute review enables a broad understanding of your current financial position, discussion around ideal goals and identification of what steps are needed to be taken to achieve those goals.
To organise a review, please complete this simple form and a member of the Finwell Group Client Experience team will reach out shortly to help further.
Should you have any questions, please email better@finwellgroup.com.au or call 03 9017 3235.
