Documents & Downloads

Documents & Downloads

This is a collection of Fact Sheets on common financial planning concepts and strategies.

Documents

ACCC - Little Black Book of Scams

File size: 1 MB | File format: pdf

A pocket-sized guide to spotting, avoiding and reporting consumer fraud

The Advertiser Press Release 08/12/2015

File size: 759 KB | File format: pdf

As seen in the Business Journal of The Advertiser on Tuesday 8th December 2015

2015 Federal Budget Overview

File size: 65 KB | File format: pdf

Our team of advisers at Goldsborough have reviewed the budget announcements and filtered them into the items that we believe are most likely to affect our clients, and then grouped them into areas of interest. As we always stress these are just the announced intentions of the Government and most will need to passed by both houses of Parliament before they become law.

Financial Services Guide

File size: 3 MB | File format: pdf

AMP - Cost of Kids Report

File size: 2 MB | File format: pdf

Fact Sheets

Funeral Bonds

File size: 41 KB | File format: pdf

Transition To Retirement Strategy

File size: 31 KB | File format: pdf

Superannuation

File size: 98 KB | File format: pdf

Redundancy

File size: 50 KB | File format: pdf

Insurance

File size: 64 KB | File format: pdf

Estate Planning

File size: 61 KB | File format: pdf

Allocated Pensions

File size: 68 KB | File format: pdf

Goldsborough Policies

Referral Policy

File size: 51 KB | File format: pdf

A referral from an existing client is the most popular way for someone to find their new financial planner. With so many key decisions and long-term goals to be set, a referral from a friend or a colleague makes the decision of finding a financial planner that much easier. As a result, here at Goldsborough we receive many referrals from our clients and treat each referral very seriously.

Privacy Policy

File size: 194 KB | File format: pdf

Goldsborough Financial Services are bound by, and committed to supporting, the Australian Privacy Principles (APPs) set out in the Privacy Amendment Act 2012. We believe that this Statement will address any potential concerns you may have about how personal information you provide us is collected, held, used, corrected, disclosed and transferred. You can obtain more information on request about the way we manage the personal information we hold by contacting us in one of the ways set out at the end of this document.

Financial Services Guide

File size: 3 MB | File format: pdf