Page 3 - Hogan Stephen_Review Report_August 2020

August 2020

Mr Stephen Hogan
3/34 Fairlight Street
FAIRLIGHT NSW 2094

Dear Stephen,

Thank you for the opportunity to continue to be of service to you, and for making the time to
review your financial plan and its progress.

This report aims to provide you with some detailed information about your investments and
give an overall picture of how you are tracking towards your goals, whilst also ensuring we
have your most current details on file.

This review covers the period from July 2019 to June 2020 and includes the following:

1. a snapshot of your current situation
2. a summary of your goals and how they are tracking
3. a review of your current strategic advice
4. an overview of our investment philosophy and process
5. current market commentary from our Chief Investment Officer

Please be aware this review report does not contain, nor is it intended to convey, any
recommendations.

If a change in your financial strategy or circumstances arise from our review, we will prepare
and provide you with the appropriate advice which will clearly detail the considerations and
recommendations.

If you have any queries or wish to advise us of any changes to your current situation, please
do not hesitate to contact me at any time.

Yours sincerely,

Paul Aspros
Financial Planner– PSK Financial Services