with Padua’s Ready, Set, Go With Padua's Ready, Set, Go transition management program
Move your clients easily with... Ready, Set, Go |
Changing Platforms Rolling over or consolidating platforms. |
Switching Investments Switching to a new investment strategy. |
Buying / selling a book Consolidating a new book of clients or gearing up for sale. |
We analyse the fees & benefits of your selected platforms & investments. |
We analyse the fees & benefits of your selected platforms & investments. |
We implement your client's transition pack including the SOA & all transition docs. |
Sydney L14, 323 Castlereagh St, Sydney, NSW 2000 |
|
| © 2023 Money Management. All Rights Reserved. You have received this email because you have subscribed to Money Management or a Momentum Media publication. This email has been sent automatically and you cannot reply to it. If you have any questions please contact us directly. You are subscribed to our Bulletin service with this email <<Email Address>>. The contents of this newsletter are purely for your information. Click here to read our disclaimer.
Click here to update your email receiving preferences.
Click here to remove yourself from this list or call us on 02 9922 3300. |
|
