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Winter 2002

Exclusive financial planning opportunity for HACSU members

An exclusive arrangement has been negotiated with HACSU and Australia’s most respected financial planning group RetireInvest. This will see immediate benefits to HACSU members.

After carrying out an extensive tendering and review process, RetireInvest have been appointed as the financial advisor for HACSU members.

What expertise do RetireInvest have to offer you?

Founded in 1979, RetireInvest remains one of the longest established financial planning companies in Australia. Their continued success has been founded on a unique combination of elements.

Firstly, they have an exceptionally high focus on Strength and Security. With over 70,000 clients, RetireInvest monitors over $8 billion worth of clients' investments across a wide range of managers.

One of the main benefits for HACSU members is that RetireInvest Pty Limited (ABN 23 001 774 125) are a Licensed Dealer in Securities and a Registered Life Insurance Broker.

In fact RetireInvest holds an Unrestricted Dealer's Licence and are Brokers not agents. This means RetireInvest do not promote any one company's product.

Furthermore, RetireInvest primarily represent your interests, not those of a financial institution whose products they may recommend.

By contrast, some non RetireInvest advisers have a Restricted Dealer's licence and /or act as agents. Thus they are only able to recommend their own organisation's products or as agents they primarily represent the interests of the firm whose products they are promoting, not yours.

Unlike many financial planning firms RetireInvest also have a high level of the accessibility. In Tasmania they have offices in Hobart, Launceston, Burnie and Devonport.
Whilst the RetireInvest licence has the backing of one of the largest financial groups in the world, I.N.G., you get the benefit of personal service since the Tasmanian offices are franchised and independently owned.

We were impressed by the fact that RetireInvest had highly accessible local personnel around Tasmania.

Many smaller financial planning groups must totally rely on purchased research. With rules and legislation consistently changing, constant research is an essential element of financial planning.

RetireInvest is fortunate in having access to both commercial research and their own in house research group that monitors market movements, fund management and investment performance. This provides a further safety filter in monitoring the investments recommended to you.

What is offered to HACSU members by RetireInvest?

HACSU members will be entitled to a free first appointment. This will enable you to clarify if you are comfortable with the services offered and for RetireInvest to clarify if they can help meet your need.

If both you and your RetireInvest adviser feel they can assist then legally any recommendations must be in writing.
HACSU members will receive a 15% discount over the standard hourly rate for this advice.

Alternatively, if a financial plan is applicable then HACSU members will receive a 20% discount off the standard rate.
Any costs must be displayed in writing prior to proceeding. This means that you not only get a discount when accessing the vast resources of Australia's most respected financial planning firm but you will know in writing, in advance and set out clearly in dollar terms what the advice will cost you before any investments are made.

Whether you have an existing financial planning arrangement for which you would appreciate a second opinion, or alternatively you recognise the need for financial planning advice, we strongly recommend that you contact RetireInvest to ascertain if they can assist you.