Our referral policy

We're often asked to see friends, family and colleagues who might need our help. We welcome your referrals and we recommend the following process:

  • We ask for a brief introduction so your referral feels completely at ease when we call
  • We treat each person you introduce to us with utmost care
  • We're happy to have a chat with no expectation and no obligation
  • We always respect your privacy and that of your referral

 

Our Complimentary Second Opinion Service

A cup of coffee and a second opinion

By appointment, you’re welcome to come in and sit with us for a while.

We’ll ask you to outline your financial goals – what your investment portfolio is intended to do for you.  Then we’ll review the portfolio for you and with you.

If we think your investments continue to be well-suited to your long term goals – in spite of the current market turmoil – we’ll gladly tell you so and send you on your way.  If, on the other hand, we think some of your investments no longer fit with your goals we’ll explain why in plain English.  And, if you like, we’ll recommend some alternatives.

Either way, the coffee is on us.

Identity McIntyre Pty Ltd and its specialist financial advisers Angus Dockrill, Scott Douglas, Dan Blatch, Lisette Walsh, Vince Dore, Sangram Rana, John Foley and Matthew Bull are authorised representatives of IMFG Pty Limited, Australian Financial Services Licensee number 527657 Registered Office at: Level 8, 171 Clarence Street, Sydney NSW 2000. These representatives are trading as IMFG.

General Advice Warning - Any advice on this site is general nature only and has not been tailored to your personal objectives, financial situation and needs. Please seek personal advice prior to acting on this information. Any advice on this website has been prepared without taking account of your objectives, financial situation or needs. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your objectives, financial situation or needs.

A www.KOOK.com.au website