About You

Do you need a Financial Planner? What do you need to know?
We understand 'YOU'

Take the time to answer the questions below. If you answered NO to ONE or MORE of the following, then now is the time to make an appointment with Waypoint Financial.

 

  • Do I have a Budget Plan? 

  • Am I happy with the current level of Debt Reduction?

  • Have I protected myself and my family adequately? (Life Insurance)

  • Can I support my family if I am unable to work? (Income Protection Insurace)

  • Am I in the right Superannuation fund?

  • Will my money last me into retirement?

  • My parents are looking for an Aged Care facility...Where do I start?

 

If you answered YES to any of these questions, have your circumstances changed in the last 12 months?  For example, have you changed jobs? had a baby? got married or divorced? purchased a new home? approaching retirement? inherited some money?

 

Why not have a chat with us?

 

Even if we can help you with two of these things, you will be one step ahead of the game.

You can keep trawling the internet or let us help you put it all together and ease the stress of your financial concerns.

 

Does that sound appealing?

 

Contact Waypoint Financial today on 02 8542 7284 and ask for Harry or Angela.

 

 

Harry Kalaitzoglou and Angela Giokaris from Waypoint Financial are like YOU. 

 

We are both working parents with young families who understand the challenges of trying to balance work and family life. 

 

We ‘get’ that some things that require urgent attention sometimes become a low priority. 

 

We understand YOU.

 

We make it easy to talk about money in a way that makes sense and empowers you to transform your financial life.

 

Harry and Angela will show you ways you can improve your financial situation by helping you identify what you need to do to reach your financial goals by modifying and tailoring a ‘financial plan’ to suit your own family. 

 

We believe that if we are working together for something that’s important to, you will be more likely to succeed in achieving your goals and dreams..without giving up the things you love. 

© 2015 by Waypoint Financial

 Waypoint Financial is a Corporate Authorised Representative of Charter Financial Planning Limited. Australian Financial Services Licensee: Licence Number 234665

 

                  LEGAL DISCLAIMER                                   |                                                 PRIVACY POLICY                                 |                                                    FINANCIAL SERVICES GUIDE                    

 

 

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