Platinum Package
Comprehensive Service
Callaghans offers a Platinum service for clients who wish to establish a Self Managed Super Fund. Our authorised financial adviser will completely establish and manage the investment portfolio of the SMSF. This comprehensive service is suited to those clients consisting of an individual and/or family financial structure which is more complex, consisting of various investment portfolios and strategies.
Callaghans commitment to you:
Full establishment of your SMSF investment portfolio
Face to face annual reviews with your financial advisor
Ongoing access to your financial advisor via email and phone
Complimentary financial advice to your children
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
Quarterly reviews of your investment portfolios
Voyager online access - personal access to our software in order to view your investment portfolios
Quarterly Count report and Callaghans newsletter
Monthly e-newsletter - Investment Market Review
Invitation to Fund presentations and Callaghans seminars
Comprehensive financial strategy advice on: