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Investment Strength & Portfolio Planning Session
With Matt Meehan, Founder of Lifesolver Financial
Limited to 8 spots only
“This Private & Free Call has been designed specifically for Australian investors who are looking to sustainably grow their portfolio and ensure stability & security in 2020”
Here's What You'll Get:
1. Map Your Goals & Objectives
We’ll discuss where your portfolio is at, what your investment goals are for the next 12 months, and help you find any red flags that may hinder the growth and security of your portfolio.
2. Your Portfolio Score
You downloaded my guide because you wanted to ensure your portfolio was secure during market turmoil, right? In the second part of this call, I’ll personally review the strength & security of your portfolio and provide you with a score.
3. Your Personalised SMART Plan
What is a SMART plan? It means creating an investment plan that is Specific, Measurable, Achievable, Realistic, and Timely. I’ll put you on the right path to ensuring your investment pathway is SMART from day-dot.
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