Plan 2 Prosper

Please allow us a moment to wish you all the best for the coming Christmas and New Year period.

Recently a ”Test” post was sent out by Jason. It was reassuring to get more than a few enquiries asking if Plan2Prosper had a new staff member … it made us understand that some of the posts made are actually read by the intended audience. No new staff have joined Plan2Prosper, it was just Jason from Almost Anything upgrading some of the tools used to make the posts and a “Test” message slipped through the testing controls. Everything works great again now.

Later this week we will be sending out a message via post to our clients. Our greetings for the season and thanks, an update on our availability over the coming school holiday period and some general comment … for a sneak peak check out – Christmas thoughts 2011

Where to from here?

If you would like to discuss the topics raised or if you would like more information, speak to your financial adviser or contact Dan Smith of Plan 2 Prosper on 07 49265 570.

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Dan Smith is self employed and is for many families their trusted Financial Planner based in Rockhampton. He has clients in various locations throughout Australiabut predominately in Central Queenslandand specifically the geographic area encompassed by the Rockhampton Regional Council.

This information is intended to only provide you with general information and, while the sources for the material are considered reliable, no responsibility is accepted for any inaccuracies, errors or omissions. Before making a decision based on this information, you must consider its appropriateness having regard to your objectives, financial situation and needs. We recommend you obtain professional financial advice specific to your circumstances.

Dan Smith and  Dancin Pty Ltd ABN 71 531 338 371 trading as Plan 2 Prosper are Authorised Representatives of GWM Adviser Services Limited ABN 96 002 071 749 trading as MLC Financial Planning, an Australian Financial Services Licensee, with its Registered Office at 105 – 153 Miller St, North Sydney NSW 2060

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Disclosure / Disclaimer:

Dan Smith and Plan 2 Prosper are authorised representatives of GWM Adviser Services Ltd ABN 96 002 071 749 trading as MLC financial Planning, Australian Financial Services Licensee (AFSL:230692). The articles being accessed may contain general information and general securities advice. Before making any investment decision on the basis of the articles, you should consider, with or without advice, the contents of the articles in light of your particular investment needs, objectives and financial circumstances.

This entry was posted on Tuesday, November 22nd, 2011 at 6:17 pm and is filed under General. You can follow any responses to this entry through the RSS 2.0 feed. You can skip to the end and leave a response. Pinging is currently not allowed.