Make your summer sizzle - B&E Touchpoint November 2014


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November 2014

Hi there, see what's new at B&E this month…

Get summer cooking...
Pay no upfront fees*!
Time to Invest?
Meet Jackie and Mark!

Estate planning, what does it mean?

Estate planning is more than just a will...

Having an estate plan in place means that your entire estate, whether its wealth or assets, will all be transferred to your beneficiaries smoothly and tax effectively, while adhering to your specific instructions.

It's not easy talking about a future that doesn't include you in it, but by taking the time today to plan for it, you'll ensure that your loved ones will be taken care of as you wish.

Where to from here? To find out more about the best way to plan your estate, make an appointment today with a qualified financial advisor from Zenith Wealth by visiting our website or by calling 1300 306 716.

Your first appointment is complimentary, so take advantage today.


		Get summer cooking...

Make your summer sizzle with CGU insurance and B&E!

Simply take out a new CGU insurance policy through B&E before the end of December for your chance to win one of seven Weber BabyQ sets valued at $500! Our insurance gives you peace of mind while you’re enjoying life. From your home and contents, to your car and even travel, we’ve got you covered!

Visit our website or call in to your local branch to find out more today!


		Pay no upfront fees*!

No upfront fees on our range of home loans.

For a limited time only we are waiving the application fees on our range of home loans saving you $650*.

Find out more about this limited time offer on our website.

Not sure which of our home loans is best for you? Use our home loan comparison table to find the home loan that best suits you.

*Terms and conditions apply, see our website for details.


		Time to Invest?

Whether you’re looking to start your property portfolio or expand it, we’re here to help.

Getting ready to enter the market is an exciting time, and it pays to understand what your funding options are before you make any major decisions.

We have a range of residential investment loan options, including P&I (principal & interest) and interest only. There may also be benefit in tapping into your existing property’s equity.

Our team of home finance specialists can work with you to structure your investment loan portfolio to maximise your return. Make an appointment today!


		Meet Jackie and Mark!

Your go-to home loan specialists in the south.

Jackie and Mark have recently joined our southern home lending team. They come to B&E with a wealth of experience and with a combined history of nearly 40 years in the banking industry.

If you are looking at purchasing a new property, or refinancing an existing one, Mark and Jackie would be happy to meet with you and chat about your options.

To make an appointment with Mark, Jackie or any of our Home Finance Team visit our website or call 1300 306 716.

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The information contained in this newsletter is general advice only and does not take into account your individual objectives, financial circumstances or needs. Before acquiring any financial product, you should check if it is suitable for your needs and where appropriate seek independent advice. You should also read the appropriate Product Disclosure Statement (PDS) available at any B&E branch or via our website - www.b-e.com.au.