Dear valued client,
It is with great excitement that we welcome you to Poynter Hargraves. We are looking forward to getting to know you and working with you to achieve your personal goals and objectives.
We take our client relationships seriously and have been in business for over 30 years, working with everyday Australians to achieve their financial goals. We have invested in an experienced team who are available to support you and your Financial Adviser in protecting what is important to you. If you would like to learn more about our dedicated team, please visit www.poynterhargraves.com.au.
What will stay the same?
· Appointments will be conducted from the office at Mackay Business Centre Gordon Street, Mackay
· Scott Traynor has joined the team and is the Financial Adviser for Mackay, he is looking forward to assisting you in your financial journey
· Jessica Falcione Client Liaison Officer from Poynter Hargraves team is in Mackay to provide valuable support in your transition
· Mike Goggan will remain as Client Consultant with ACF Planning to assist with support as well
· Janelle Goggan will be moving on to other endevors
Some of the benefits you will receive
· A dedicated claims team
· A dedicated Centrelink services team
· Progress update meetings – offered face-to-face, Skype or over the phone
· Quarterly Newsletter offering industry and business updates
· Extensive administrative support team
What happens next?
We will be in contact with you in the near future to arrange a convenient time to discuss your current financial situation. In the meantime, if you have any questions, you can contact us directly on 1300 797 710. Our dedicated Client Service team members will be able to attend to your query.
Once again, welcome to Poynter Hargraves; we look forward to the opportunity of providing you with sound financial advice.
Chief Executive Officer