The Bendigo Bank Wealth Seminar

How can a Bendigo Financial Planner help you?

Being financially secure is about being able to afford the things you want and provide for your loved ones in the way that you wish to.

It’s all about being smarter with your money – you can do this with help from a Bendigo Financial Planner.

Sheena is qualified to provide financial advice on a range of different areas including:

• Cashflow and debt management

• Investing

• Superannuation

• Life and income protection

• Retirement planning

• Aged Care

• Centrelink advice

• Estate planning

How do I book an appointment?

Drop into your nearest branch at 165 Grand Boulevard, Joondalup or phone 9300 0917 to make a complimentary first appointment with Sheena.

What should I bring to the appointment?

The following items will assist Sheena in providing appropriate advice for your personal situation:

1. A recent payslip (or group certificate if available)

2. Your latest superannuation statements (if available)

3. Your goals – whether it’s buying a new car, going on a holiday, or paying off a mortgage, an important part of financial planning is assisting you in meeting your personal goals.

There are many benefits that come with seeking professional advice, so start planning your financial future today.

wealth

Financial planning services are provided by Bendigo Financial Planning Limited ABN 81 087 585 073 AFSL 237898, a subsidiary of Bendigo and Adelaide Bank Limited ABN 11 068 049 178 AFSL 237879 S46669-1 (244145_v2) (24/02/2015)

Bendigo Financial Planning

Sheena McLeod, Adv. Dip FS (FP)Bendigo Financial Planner

“Every client’s circumstances are different - anytime we can achieve an improved outcome for clients, to me is a success,” says Sheena

www.bendigobank.com.au/financialplanning

Meet our qualified Bendigo Financial Planner

Forrestfield & High Wycombe Community Bank® branches

You are invited to

The Bendigo Bank Wealth Seminar Date: Wednesday 4 November 2015 at 7:00pm Venue: Kalamunda Senior High School

Plan Your Way To Wealth With Our Free Evening Seminar. Register Now! Get your wealth creation workout A step by step seminar on building wealth with simple steps and everyday strategies.

This is a free event, designed to assist those who want a strong financial future, looking at retirement or planning for Wealth. Win a $2,500 Wealth Package on the night!

RSVP by 30 October: 9359 0711Refreshments and canapés will be served.