Silver Package

Advice in times of need

Callaghans offers a Silver service for clients who wish to implement a single financial strategy. Our authorised financial planner works closely with you to reach your financial goals, helping you build and monitor your investment portfolio. This service is targeted to an individual or couple mid to retirement age seeking comprehensive advice on a more basic portfolio. A big aspect of this service shall revolve around superannuation and retirement planning.

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
  • An initial Statement of advice (SOA) - a comprehensive financial plan.
    Note: A fee will be charged for any further SOA's
  • Annual reviews - compiling a Record of Advice (mini financial plan)
  • Complete implementation of all recommendations within your financial plan
  • Quarterly Count report and Callaghans newsletter
  • Invitation to Fund presentations and Callaghans seminars
  • Comprehensive financial strategy advice on:
  • Superannuation
  • Retirement Planning
  • Asset Finance
  • Debt Management
  • Investments
  • Property Investment Advice
  • Personal and Business Insurance
  • Estate Planning


    • Book Your Appointment