
Yes, we have upgraded to a new telephone and internet system.
We have set up a divert on the old numbers, and hope the transition will be smooth.
John can still be contacted on his Mobile – 0412 979 776
John’s new direct number is now 08 9321 1422 (previously 6263 6797)
and Vicki can be contacted on 08 9321 1522 (previously 6263 6796)
However, if you have a general enquiry, or wish to speak to me, or leave a message for John or Vicki, please use our new number 9321 2222.
Meanwhile, call us if you have any queries regarding your existing plans and forward planning, including:
Retirement Planning – Rollovers, Annuities, Retirement accounts
Superannuation – Consolidation, Cap Limits, Contributions, Investment options, Salary Sacrifice, or a general Review
Risk Management – Death, Disability, Trauma Insurance & Income Protection
Investment Planning – Managed Funds, Unit Trusts, Savings Plans, Growth Bonds
Banking – Loans, Debt Consolidation, Deposits
Estate Planning – Wills, Powers of Attorney
Kind regards,
Sandy
Sandra Davidson
Personal Assistant to John MacKenzie Wilson Dip FP
and Vicki Day Dip FP
CERTIFIED FINANCIAL PLANNERS®
JMW Financial Services