5 Common Questions about c t u Pty Ltd
- 1. Do I have to use MLC’s funds for my investments and Insurance ?
No ! Allan will provide financial advice and taylor your investments based on your personal circumstance and needs.
Allan’s advice is based on the clients best interests and not based on a particular brand or product.
- 2. How much does it cost to meet with Allan?
Initial meeting cost is free. Allan looks forward to personally collaborating with you and would like to provide you with an apportunity to get to know us through a complimentary review of your financial situation.
- 3. How frequently should I meet Allan and do a review ?
Atleast once a year. An annual review should be completed to ensure your investments are performing in line with your strategy. Any adjustments can be made if they are underperforming to ensure your goals are met.
If any of your personal or financial circumstances change or you receive an unexpected windfall then an interim review should be completed. Please contact Natalie to make an appointment with Allan.
- 4. Where is the appointment held?
The appointment is held at c t u Pty Ltd’s offices.
c t u Pty Ltd is located just near Wynyard station.
- 5. Who do I call when I want to make an appointment?
Please call Natalie Whale (Client Services Manager) on
02 8021 2709 to make an appointment with Allan.
