Essential Financial Planning has enhanced our review process this year for you.
As part of our portfolio review process, we have resolved to search for your lost super and your lost bank accounts.
Astonishingly, within just the first month of implementing this process, we have found lost accounts for 40% of the clients we performed the search for. The average amount of money belonging to each client is around $150!!
To assist us in maximising our search for any of your lost money when we complete your next review, please advise your tax file number.
We look forward to completing this search on your behalf and advising you of any money we should locate that’s yours.
The Essential Financial Planning team