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Unclaimed Money Could Be Yours   

According to the Australian Securities and Investments Commission (ASIC), there is $1.1 Billion in unclaimed money from lost shares, bank accounts, life insurance etc.

Amounts of unclaimed money vary from a few dollars to hundreds of thousands of dollars. ASIC said people might have unclaimed money if they had moved house without letting their bank or institutions know, had not made a bank transaction for seven years, had stopped making life insurance payments, had noticed dividend or interest cheques had stopped coming, or were an executor of a deceased estate.

Have a look at the Commonwealth Governments Unclaimed Money site, you might be surprised to find some lost funds.

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“During the period that I have been dealing with Graham and the team at Compass Financial Solutions I have found that all of my meetings have been made easy by there friendly personalities. Everyone is polite and professional, and always willing to provide answers to questions, no matter how complicated or minor the matter might seem.”

Damian Webb, Coastline Insurance

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“Arriving from Melbourne in 1994, I looked for the best Accountant in Caloundra and Wardle Partners were recommended to me. Since then, they have guided and advised me through the purchase and sale of residential and investment properties, the share market, a retail business and finally superannuation. Wardle Partners and Compass Financial Solutions support and encouragement enabled me to have the confidence to follow my dreams. I could not have done it alone.”

Joan Kalwig
2018-04-19T01:41:32+00:00 February 14th, 2018|Superannuation, Wealth Creation|