Welcome to all OFM Customers
29 July 2011
You will have recently received a letter from Otago Financial Management explaining the closure of their business and introducing Altus Financial Services as your new service provider.
Altus Financial Services is also an established AMP Adviser Business with offices in Dunedin and Cromwell. As such, we believe we can provide you with an uninterrupted level of service regarding your policies/investments held with AMP or any of the other insurance companies and fund managers we represent on your behalf.
Our team of six fully accredited AMP Advisers and six administrative staff mean we are equipped to provide you with quality, ﬁnancial advice and service in the following areas:
- Insurance and wealth protection
- Investment & wealth management
- KiwiSaver and retirement planning
- Workplace & employee benefits
Our immediate priority is to ensure that you know where you can contact or visit us, and for us to ensure that your contact details from Otago Financial Management are up to date so that we can provide you with accurate and timely correspondence.
We’d greatly appreciate your help by indicating on the attached page any changes that we need to make to your name or address details as they appear on this letter, and by including your phone and email address so that we can contact you when necessary. We have enclosed a postage paid envelope for this purpose. Alternatively, please feel welcome to call us on (03) 470 1030 if this is easier for you.
Hunter Stevenson (AFA), Dunedin
Neil McDonald (AFA), Dunedin
John Lewis (AFA), Dunedin
Daryl Taylor (AFA), Dunedin
Tony Chave (AFA), Dunedin
Greg Wilkinson (AFA), Cromwell