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Loomis Financial May Newsletter

We hope you're staying safe and well.

At present we continue to have the Office doors closed and our best contact is via the phone.  We are continuing to conduct client appointments via the phone and when your annual review is due you will receive your client questionnaire, risk profile questionnaire and a cover letter listing the information we request to assist with our recommendations.

There will also be a stamped addressed envelope for you to return the completed questionnaires and additional information.  Once we receive the completed questionnaires we will contact you to organise a time for your review. 

In the meantime if you have any questions please call our office and speak to either Tim or Emily.