Gold Package
Fine tune and enjoy
Callaghans offers a Gold service for clients who wish to implement various financial strategies and investment portfolios. In general the service to these clients consists of a personal financial structure which is more complex. Our authorised financial planner works closely with you to reach your financial goals. This service is targeted to an individual or couple seeking comprehensive advice.
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
Initial and subsequent Statements of advice - comprehensive financial plans
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
Voyager online access - personal access to our software in order to view your investment portfolios
Quarterly Count report and Callaghans newsletter
Invitation to Fund presentations and Callaghans seminars
Comprehensive financial strategy advice on: