Putting a sound financial plan in place is one of the most important things you will do in your life. What is equally important is reviewing the plan regularly and tracking your progress. Our role is to keep you accountable to the game plan to make sure you stay on track to what you wanted to achieve. As your circumstances change, your plan can be adjusted accordingly. When economic and market conditions change, we recommend adjustments to take advantage of any opportunities and protect you from new risks.

The level of ongoing service recommended will be determined by how complex your financial situation is taking into account such things as your existing structure and number of entities (e.g. SMSF, Trust, Company), stage of life, employment status, your strategy and the number of services your require. Your asset base and the size and types of investments in your portfolio/s are also considered.

Full Private

This is our most comprehensive service for those with demanding and complex financial needs, and a large and multifaceted investment portfolios. Whether you are at the peak of your earning capacity or preparing to optimize your financial position leading into retirement, we offer integrated financial, investment, superannuation, and taxation advice services focused on your particular needs.

This service includes the following:

  • Face to face review appointments as required
  • Regular contact to keep up to date with changes in your life and the impact of any changes in legislation.
  • Complex wealth and strategic advice
  • Investment advice
  • Portfolio administration and reporting
  • We work with your other trusted advisers (accountant, lawyer, brokers, property advocates)
  • Educational workshops and seminars
  • We do everything we can to be pro-active and keep your financial house organised, keep you informed and disciplined to your strategy.

 

Premium

This service has been established to cater for the needs of time-poor, successful people with complex affairs. By selecting this service you will benefit from:

  • A formal review bi-annually and phone calls during the year to check on your progress
  • Regular contact to keep up to date with changes in your life and the impact of any changes in legislation.
  • Investment advice
  • Portfolio administration and reporting
  • Educational workshops and seminars
  • We regularly send out information to keep you informed and disciplined to your strategy

 

Core

This service is for clients who don’t have a high level of complexity but still want an objective adviser to keep in touch. We maintain regular contact and you accountable to your goals. By selecting this service you will benefit from:

  • Annual Review
  • Portfolio Administration
  • General advice as required
  • We regularly send out information to keep you informed and disciplined to the investment strategy

 

Hourly Rates

If we agree that the above ongoing service packages are not appropriate for your needs, any ongoing service will be provided at our current hourly rates.