Page 14 - Renshaw, M&T - review report - Febr21

Goals we’re helping you to achieve

th
As per your Statement of Advice dated 12 October 2012:
Areas of Goals Priority
advice
Insurance Matthew, you wish for us to review your current life, High
TPD and Income Protection insurances for yourself
and Teresa
Insurance You wish for us to combine your insurances into a High
more efficient platform and to reduce fees where
applicable.
Super You would like us to review your superannuation High
and see if we can provide a lower cost alternative
for you both.