On-Going Service Options

By: Lyfords  05-Apr-2012
Keywords: Investments, Investment Advice, Investment Portfolio

         Six-monthly reporting of investment portfolio including valuation, performance, asset allocation, full transactional summary and recommended portfolio changes.
         Annual review meeting.
         Six monthly asset allocation re-balancing, if required.
         Confidential access to view your investment portfolio, at any time, from our web site.
         Annual Taxation summary.
         Quarterly Newsletter posted.
         Relevant financial news updates e-mailed.
         Liaison with accountant and lawyer where necessary.
         Preferential access to new investment opportunities.
         Invitations to special events such as presentations by international speakers, or special workshops (eg. Family Trusts) at no, or discounted cost.
         Up to 10 hours access to an adviser per year. *

Keywords: Financial Planning Advice, Investment Advice, Investment Portfolio, Investments

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Access to Wholesale Funds

You have the potential to receive enhanced performance from your investments through the use of an outstanding selection of top-producing fund managers, which are monitored and upgraded on a regular basis. A specially appointed investment committee, assisted by the extensive research skills of leading investment analysis company, William M Mercer, has selected these funds.