The objective of our ongoing service is to:

• Simplify your life with advice on tangible solutions for you that make a difference
• Keep you informed
• Save you time and provide peace of mind so you can enjoy life
• Nurture a valued relationship & trusted partnership
• Provide you with a feeling of financial comfort and security

Our services to you:

• Periodical Personal Communication focused on your advice needs
• Bring to life over time your future lifestyle needs and objectives
• Implement strategies that drive you towards valuable outcomes
• Educate you on your financial choices
• Give you an understanding on risk management issues for confident decisions
• Review of your current investment portfolio
• Review your wealth protection and insurance needs
• Investment structures and specialized advice such as Self Managed Super Funds
• Debt management
• Tax planning strategies
• Retirement planning
• Dedicated customer service manager
• Portfolio valuation
• Regular communication via eNewsletter
• Liaise with other professionals and provide referrals when appropriate on your behalf
• Regular economic updates
• Ongoing relationship with your financial planner