Compliments of the Season and best wishes for 2013.

I trust you all had a break, enjoyed wishing in the New Year and hopefully made some new year’s resolutions which will add value to you and family in the coming year.

This is the ideal time of the year to take stock of your current Personal Financial Affairs and to review and implement strategies where required.

I raise the following questions which you may wish to review.

  • Risk Insurance – Do you have adequate Life, Disability, Trauma and Income Protection Cover?
  • Property Purchase – Are you considering purchasing a new principal residence or investment property?
  • Mortgage Facility – Have you reviewed your Mortgage Facility and are you receiving competitive interest rates?
  • Family Will – Do you have a current Family Will and Powers of Attorney?

If you need to address any of these issues, a member of the Taurus Team can provide you with valuable information and outcomes.

Please contact Gordon Hatch on (02) 9411-4161 or gordon@taurusfinancial.com.au for more information.

In this issue we discuss the best style of Home Loan for you, acquiring the right Investment Property and opportunities to cash in your Retirement Annuity Policies.

Until next time.

Regards

Gordon Hatch