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What's new?
Loomis November Seminar
Just a reminder that we are having our Bi-Annual Seminar this month.
It is on the 10 November at 6.00pm and the venue is the Function Room, Kempsey Golf Club.
If you haven't had a chance to RSVP yet please give Jess a call on 02 65622295 or email her at enquiries@loomisfinancial.com.au
We look forward to seeing you there.
MLC Financial Health Check
There is no time like the present to think about where you would like to be this time next year, or in five years, or even longer.
Please click the link to go to MLC's Financial Health Check. It will take just a few minutes to complete on-screen and will help you evaluate your current postion and where you might need some help staying on track to achieve your goals.
Simply save the document and create a reply email, sending it to us at enquiries@loomisfinancial.com.au and requesting we contact you to arrange an appointment.
Or, you can print it out, contact us to make an appointment on 02 6562 2295 and bring the report with you on the day.
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