Investment Strategy Review
- Portfolio Valuation
- Asset Allocation
- Risk Factors
- Investment Opportunities
- Cash Flow Management (Retirees Only)
- Existing Cover
- Levels and Types of Cover
- Risk Management
Tracking of “Lifestyle Dreams”
- Ensure that objectives and “lifestyle dreams”, initially discussed, are being achieved.
- Where we are up to and where are we going?
- Are Centrelink entitlement being maximised and are all details up-to-date?
Estate Planning Review
- Are Wills and Power of Attorney up-to-date?
- Is your debt reducing and are your repayments affordable?
- Priority service and personal contact with Senior Financial Planner
- Dedicated Customer Service Representative
- Next Business Day Response
- Legislation change notifi cations on areas that affect strategies
- Budget Update Emails
- Annual Performance Review Pack
- Ongoing Maintenance of Centrelink Entitlements
- Portfolio Alert as a result of external factors or opportunities
- Invitation to applicable seminars
- Liaison with external specialist with regards to taxation and law.