Hi there..
I went to a seminar last week held by a company offering financial advice. TBH, I dont know where they got my details from when they contacted me with the invitation. They spoke about mortgage reduction, and retirement solutions through property and SMSFs. After the session, they requested the attendees to sign up to a personal financial review with them, "normally $397, but $199 if you sign up tonight". They handed out the sign up forms and encouraged people to "take action". I didnt sign up, but ended up winning the lucky door prize which was a FREE personal financial review.
They are coming over tonight. Hubby is very concerned handing out out personal information to them (ie. income, loan balances etc). I am less concerned as I dont think they can do much with the information if my intention is merely to hear them out and take from it what I can. I will not sign up for the "more in depth financial advice". I am interested in getting some perspective from a professional service regarding my current financial position and some ideas on a plan forward which is why I agreed to them coming over.
{deleted}
What can I tell my husband to ease his concerns about handing out personal information ??
I went to a seminar last week held by a company offering financial advice. TBH, I dont know where they got my details from when they contacted me with the invitation. They spoke about mortgage reduction, and retirement solutions through property and SMSFs. After the session, they requested the attendees to sign up to a personal financial review with them, "normally $397, but $199 if you sign up tonight". They handed out the sign up forms and encouraged people to "take action". I didnt sign up, but ended up winning the lucky door prize which was a FREE personal financial review.
They are coming over tonight. Hubby is very concerned handing out out personal information to them (ie. income, loan balances etc). I am less concerned as I dont think they can do much with the information if my intention is merely to hear them out and take from it what I can. I will not sign up for the "more in depth financial advice". I am interested in getting some perspective from a professional service regarding my current financial position and some ideas on a plan forward which is why I agreed to them coming over.
{deleted}
What can I tell my husband to ease his concerns about handing out personal information ??
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