On-Going Service Options
Investments, Investment Advice, Investment Portfolio
Financial Planning Advice
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. *
, Investment Advice
, Investment Portfolio