Our Ongoing Service

Investment Strategy Review

  • Portfolio Valuation
  • Asset Allocation
  • Risk Factors
  • Investment Opportunities
  • Cash Flow Management (Retirees Only)

Insurance Review

  • Existing Cover
  • Levels and Types of Cover
  • Risk Management

Tracking of “Lifestyle Dreams”

  • Ensure that objectives and “lifestyle dreams”, initially discussed, are being achieved.

Retirement Analysis

  • Where we are up to and where are we going?

Centrelink Review

  • Are Centrelink entitlement being maximised and are all details up-to-date?

Estate Planning Review

  • Are Wills and Power of Attorney up-to-date?

Debt Review

  • Is your debt reducing and are your repayments affordable?

Other Services

  • 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.