At Construct Wealth it is important that our advice is tailored to your specific needs. The more current and correct the information we have of your entire financial situation, the better we are able to help you. When you engage us, you agree to signing this letter of authority so we can make enquiries and access information in your individual capacity or for any legal entities you may hold, in relation to investments, superannuation, pension or income streams, insurance, loans, accounting or taxation or estate planning.
We also legally require you to sign this letter of authority so we can keep your tax file number on file.