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Marino, SA 5049

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Dyson Financial

19 Nov 2019
What to Expect When you get in contact with Dyson Financial, there are five main steps that you can expect: 1) Initial Consultation: A no cost, no-obligation consultation at your home or business – I will come to you! At this consultation we will work out your goals and objectives, agree on next steps, provide you with associated costs and services and complete a detailed fact find. 2) Your Plan: I develop strategies and select products that are most appropriate to you, and compile this information into your unique financial plan. 3) Presentation: I’ll sit down with you and present your unique financial plan. We’ll go through the plan together in detail and I will explain all of the aspects in detail so that you understand every aspect. Once you are happy with all of my suggestions, we then agree to proceed. 4) Implementation: After you agree to proceed, I go away and implement all the strategies. I take care of the administration, paperwork and all of the follow-ups until all the strategies have been put in place. 5) Ongoing Service: If you wish, you can take part in the ongoing service program to review your wealth plans and financial strategies on a regular basis. This ensures that your plans stay up to date and continue to meet your goals at every stage of your life.
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Dyson Financial

19 Nov 2019
What to Expect When you get in contact with Dyson Financial, there are five main steps that you can expect: 1) Initial Consultation: A no cost, no-obligation consultation at your home or business – I will come to you! At this consultation we will work out your goals and objectives, agree on next steps, provide you with associated costs and services and complete a detailed fact find. 2) Your Plan: I develop strategies and select products that are most appropriate to you, and compile this information into your unique financial plan. 3) Presentation: I’ll sit down with you and present your unique financial plan. We’ll go through the plan together in detail and I will explain all of the aspects in detail so that you understand every aspect. Once you are happy with all of my suggestions, we then agree to proceed. 4) Implementation: After you agree to proceed, I go away and implement all the strategies. I take care of the administration, paperwork and all of the follow-ups until all the strategies have been put in place. 5) Ongoing Service: If you wish, you can take part in the ongoing service program to review your wealth plans and financial strategies on a regular basis. This ensures that your plans stay up to date and continue to meet your goals at every stage of your life.
read more...

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