Service Packages
Tailored to suit your needs
We will tailor an ongoing service package to suit your requirements. The specific services we provide include, but are not limited to, the following:
A specified number of formal review meetings on an annual basis
Ongoing and full access to our expertise, skills, knowledge and experience
Service and advice on an "as needs basis", as determined by you, including telephone, email and face to face access to Advisers and staff
Our technical expertise and access to cutting edge financial strategies
Continual monitoring of investment portfolios; legislative changes and their potential impactmarket, economic, political and environmental risks and opportunities
Regular consolidated reporting
Regular updates and information relevant to your circumstances
Access to industry leading and independent investment research
Access to industry leading investment products and administration platforms
Investment recommendations and portfolio construction
Appraisals of financial risks and insurance requirements (including for family members)
Ancillary services including estate planning advice, home and investment loans and assistance with real estate investments; and
Co-ordination and liaison with other professional service providers including accountants, solicitors, brokers and agents