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Info Boxes

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Info Box is a universal wrapper element for placing text, image, button etc. in a separate area with a different background.

Besides the standalone usage, the Info Box element is also the core part of the following elements:

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See below all the options available for Info Box.

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Richard Smart

Taxes, fees and poor diversification can eat away at your returns. Far too many people ignore the impact these factors can have on investment growth. We don't.Richard Smart, the Founder of Annuity Strategic

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Items to Bring

When coming to your initial consultation, it would be good if you had details of the following with you at the time:

  • Statements for existing investments and superannuation funds
  • Approximate balances of any loans and indicative interest rates
  • Estimates of gross employment income
  • An idea of your total annual living expenses
  • Recent payslips or tax returns for companies, trusts and Self-Managed Super Funds

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Are we the right people to work with you?

At the initial consultation we provide you with a Financial Services Guide (FSG), as required of us by law. The purpose of a FSG is to give you sufficient information to enable you to decide whether to obtain financial services from the us, the specified provider.

Download the Services Guide

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Fee-only advisors have fewer inherent conflicts of interest, and their fee structures might be hourly, include an annual retainer, or be based on a percentage of your investment assets.

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Over 95% of Australians do not have adequate levels of personal life insurance and 30% say they don't have any form of personal life insurance.Lifewise/NATSEM study, 2010

 

83% of Australian car owners insure their car but only 31% insure their income.AAMI Fact Sheet, Shopping for Car Insurance, September 2008

 

2 of 3 Aussies have been disabled for more than one month and 1 of 5 wouldn't be able to find $500 in an emergency.Ernst and Young for BT Australian Financial Health Index, 2013

The secret of getting ahead is getting started. The secret of getting started is breaking your complex overwhelming tasks into smaller manageable tasks, and then starting on the first one.Mark Twain, American Humorist and Author

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"My parents have been seeing their financial adviser, Peter, for over twenty years now and they've always tried to encourage me to go see him to try and sort out my debt…"

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Learn more about risk management & personal insurance.

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How a Little Planning can go a Long Way

What types of options do I have when it comes to saving for my children's college…

Oct 22, 2016 — admin

No matter what stage of your financial life your are in, we can help you make the most of what you have!

Get in touch

7733 Forsyth Blvd.,
Suite 1100,
St. Louis, MO 63105

877-956-9007

Info@Clayton-Biltmore.com

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  • Retirement Planning Specialists

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