At Wright Patton Shakespeare, we understand the difficulties of full-time work and managing a household. Busy schedules and the rising cost of living often mean the importance of financial planning is overlooked. We aim to ease these pressures by arranging for you a free, no-obligation financial consultation with one of our qualified, licensed financial planners.

In conjunction with this great offer, we would like to provide you a complimentary $50 CALTEX StarCash card to help alleviate your daily burdens. This $50 CALTEX StarCash card can be redeemed at any one of the 1,800 CALTEX or AMPOL stations across Australia.

To take advantage of this exciting offer, just register by completing the form below, selecting the CALTEX StarCash option. Or just call us on 134 WPS. But be quick! This opportunity is limited to the first two hundred customers who attend an appointment.

 

 
 

First Name*
Last Name*
Street No. & Name*
Suburb*
State*
Postcode*
Home Phone*
(please include area code and ensure there are no
spaces in the number)
Mobile*
Email*
Your employment*
Do you currently have a mortgage?* Yes No
If not, please select:
Home Fully Paid Renting
What is the range of your household income?*
Which of the following best describes your age?*
Where did you hear about WPS?*
Nature of enquiry*
Comments

* All fields are mandatory

Privacy Policy: All information is collected under the terms of our privacy policy and no information is shared with companies outside the Atkinson Gore Group of Companies.

Terms and Conditions

Customers are only eligible to receive CALTEX voucher once appointment with WPS financial consultant has been attended and completed (including the full completion of client data questionnaire). To attend appointment, customers must satisfy WPS's client qualification criteria. Final qualification is determined by WPS. The WPS client qualification criteria are: customers must have household income of at least $50,000 p.a.; customers must own a property or have mortgage on a property; customers must be less than 55 years of age. If customer is married, both spouses must attend appointment. The first consultation is free of charge, however an initial advice fee, $650 (inc GST), will be payable if customer wishes to proceed with WPS's services. In-home appointments are only available within 100km radius of WPS's CBD offices. This offer is not available to existing WPS clients, WPS employees or employees within the Atkinson Gore Group.
For full terms and conditions, and further information visit www.wps.net.au.