Wealth Accumulators
Build wealth, grow rich and achieve
Callaghans offers a Wealth Accumulators service for younger clients who are in the wealth accumulation phase of their life. This service is important in helping set goals, possibly factor in young children's expenses and implement wealth protection plans. This service is generally targeted at individuals under 45 who want to take control of their future. This service may cover a wide variety of investment strategies and portfolios.
Callaghans commitment to you:
Face to face annual reviews with your financial advisor
Ongoing access to your financial advisor via email and phone
Annual risk assessment - conducted in order to make sure your investment portfolios are in line with your attitude to risk
A Statement of Advice - comprehensive financial plan
Annual reviews - compiling a Record of Advice (mini financial plan)
Complete implementation of all recommendations within your financial plan
Information on legislative changes that may affect your plan/strategy
Xplan online access - personal log on to our software in order to view your current investment portfolios
Quarterly Count report and Callaghans newsletter
Invitation to Fund presentations and Callaghans seminars
Comprehensive financial strategy advice on: