The objective of our ongoing service is to:

• Provide appropriate advice as your circumstances change
• Keep you informed
• Establish a partnership
• Provide a feeling of comfort

Our services to you:

• Quarterly, half yearly or annual face to face discussion
• Review of your current investment portfolio
• Review future lifestyle goals and objectives
• Review your wealth protection and insurance needs
• Review Centrelink entitlements
• Investment planning strategies
• Debt management
• Pre retirement planning
• Post retirement planning
• Portfolio valuation
• Regular communication via eNewsletter
• Liaise with other professionals when appropriate on your behalf
• Ongoing relationship with your financial planner