Bountiful Wealth
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Investment portal
  • Home
  • About us
    • Our team
    • Our clients
  • Let us help
    • Review
    • Grow
    • Protect
    • Retirement Planning
    • Retirement lifestyle
    • Aged care
    • Calculators
    • Our process
  • Service Packages
  • Wealth Central
  • Knowledge centre
    • The real value of advice
  • Get in touch
  • Client advice process
Service Packages

Private Wealth

Who would this package suit:

  • Ongoing income needs
  • Complex strategies
  • Complex cashflow with no Centrelink income
  • Tax planning
  • Self-Managed super fund investment with a complex strategy with 3 or more members or multiple entities ( I.E Trust, SMSF, Company/s)

Platinum

Who would this package suit:

  • Ongoing income needs
  • Multiple strategies
  • Cashflow management with limited Centrelink income
  • Multiple entities I.E Self-Managed super fund, Trust or company/s
  • Gearing

Gold

Who would this package suit:

  • Stable income needs
  • Multiple strategies
  • Ongoing Centrelink
  • Retirement - Short term
  • Ongoing income from outside of Super
  • Simple budgeting
╳

Title

Description

Advice Review

A review of all current strategies and products to determine if they remain appropriate for you. This will take into consideration relevant changes in your circumstances, government legislation, market conditions and financial products.

Responding to events that may impact your portfolio such as changes to research ratings or significant market movements.

Supporting you with any queries or assistance you need with any aspect of your current strategies, products or portfolio.

A review of all current investments currently held within your portfolio.

(A review held 4 times a year)

Direct Equities Portfolio Review

Direct portfolio management, selection and purchase of direct shares, ETFs and managed funds.

A review of all current investments currently held within your portfolio. This includes consideration and action of Corporate actions.

(A review held 4 times a year - optional extra)

Wealth Central Portal

A safe and reliable client portal.

Individualized modelling

Detailed individualized investment models to grow your wealth.

Performance reporting

Detailed investment performance reporting at each review.

Insurance review

Detailed Insurance review at each review meeting to ensure adequate cover is in place – If relevant.

Specialist Expertise

We maintain ongoing professional training and education to develop our skills across legislation, investment markets, financial products, compliance and business practice. Given that your circumstances, legislation, investment markets and financial products will likely change, the advice received to date may not be the best approach in the future. By engaging in ongoing service, we keep our finger on the pulse so you can worry less and live more!

Small business at heart with institutional support

 We are a small business immersed in our local community so our reputation with our clients is critical to our existence. As a client however, you have the peace of mind that in the unlikely event that something did go wrong, we are licensed by a large institution providing an additional level of client protection. This same institution also provides several support functions and solutions that collectively enhance the quality of advice provided.

Investment Watch

Our investment watch will keep you abreast of opportunities which may be relevant to you.

Claims Management

Assistance in managing a claim including completion of claim forms and the collection of claim requirements.

Legislative watch

Our legislative watch will keep you abreast of legislative changes which arise and opportunities which may be relevant to you. This will provide you with the peace of mind that your strategy can remain on track.

Stay on track

An ongoing relationship with your adviser is an important aspect to ensure you are best placed to achieve your goals. As you age, your circumstances, goals and priorities inevitably change. For this reason, your financial plan is a living document that should be reviewed regularly to ensure it achieves what’s important to you.

Managed Fund research

As a provider of financial services, we have access to specialist research reports. Under the service offer, you may have access to specific managed fund analysis on a ‘no advice’ basis.

Federal Budget update

Keep informed on key financial planning issues through our budget update.

Independent Investment Research team

Our research team carries out due diligence & reviews an extensive list of financial products that make up what is known as the “Approved Product List”. Our research team also provides investment portfolio models aimed to get the right balance between risk and return. This team is an extension of our business and keeps us informed of concerns or potential calls to action as they relate to these investments or policies (e.g. should we sell or switch out of an investment).

Family Succession Planning

Assistance in Family succession planning.

Technical Support

Our technical team reviews legislative changes and helps us determine the potential opportunities or risk. We use these insights to determine whether your original advice needs to change in order to provide the best chance of success in meeting your goals.

Information

During the course of the year, you may receive a range of different communications from us. This may range from product/policy information to educational correspondence and invitations to events (e.g. Intouch magazine).

Assistance with executor of Estate

Assisting with paperwork and liaising with professionals.

Document Vault

Electronic Storage of all key documents – Wills, trust deeds, Enduring Power of Attorney etc - included.

Professionals

Introduction to recommended professionals upon request and liaison with other professionals – Legal & accounting.

Accessibility & Administration

Should you proceed with an ongoing service relationship; we will be available to assist you with any administrative tasks as they relate to the advice we’ve provided. Where we manage financial products on your behalf, this access extends to liaising and transacting on your behalf.

╳

Title

Description

Advice Review

A review of all current strategies and products to determine if they remain appropriate for you. This will take into consideration relevant changes in your circumstances, government legislation, market conditions and financial products.

Responding to events that may impact your portfolio such as changes to research ratings or significant market movements.

Supporting you with any queries or assistance you need with any aspect of your current strategies, products or portfolio.

A review of all current investments currently held within your portfolio.

(A review held 2 times a year)

Direct Equities Portfolio Review

Direct portfolio management, selection and purchase of direct shares, ETFs and managed funds.

A review of all current investments currently held within your portfolio. This includes consideration and action of Corporate actions.

(A review held 4 times a year - optional extra)

Wealth Central Portal

A safe and reliable client portal.

Individualized modelling

Detailed individualized investment models to grow your wealth.

Performance reporting

Detailed investment performance reporting at each review.

Insurance review

Detailed Insurance review at each review meeting to ensure adequate cover is in place – If relevant.

Specialist Expertise

We maintain ongoing professional training and education to develop our skills across legislation, investment markets, financial products, compliance and business practice. Given that your circumstances, legislation, investment markets and financial products will likely change, the advice received to date may not be the best approach in the future. By engaging in ongoing service, we keep our finger on the pulse so you can worry less and live more!

Small business at heart with institutional support

 We are a small business immersed in our local community so our reputation with our clients is critical to our existence. As a client however, you have the peace of mind that in the unlikely event that something did go wrong, we are licensed by a large institution providing an additional level of client protection. This same institution also provides several support functions and solutions that collectively enhance the quality of advice provided.

Investment Watch

Our investment watch will keep you abreast of opportunities which may be relevant to you.

Claims Management

Assistance in managing a claim including completion of claim forms and the collection of claim requirements.

Legislative watch

Our legislative watch will keep you abreast of legislative changes which arise and opportunities which may be relevant to you. This will provide you with the peace of mind that your strategy can remain on track.

Stay on track

An ongoing relationship with your adviser is an important aspect to ensure you are best placed to achieve your goals. As you age, your circumstances, goals and priorities inevitably change. For this reason, your financial plan is a living document that should be reviewed regularly to ensure it achieves what’s important to you.

Federal Budget update

Keep informed on key financial planning issues through our budget update.

Independent Investment Research team

Our research team carries out due diligence & reviews an extensive list of financial products that make up what is known as the “Approved Product List”. Our research team also provides investment portfolio models aimed to get the right balance between risk and return. This team is an extension of our business and keeps us informed of concerns or potential calls to action as they relate to these investments or policies (e.g. should we sell or switch out of an investment).

Family Succession Planning

Assistance in Family succession planning.

Technical Support

Our technical team reviews legislative changes and helps us determine the potential opportunities or risk. We use these insights to determine whether your original advice needs to change in order to provide the best chance of success in meeting your goals.

Information

During the course of the year, you may receive a range of different communications from us. This may range from product/policy information to educational correspondence and invitations to events (e.g. Intouch magazine).

Assistance with executor of Estate

Assisting with paperwork and liaising with professionals.

Document Vault

Electronic Storage of all key documents – Wills, trust deeds, Enduring Power of Attorney etc - included.

Accessibility & Administration

Should you proceed with an ongoing service relationship; we will be available to assist you with any administrative tasks as they relate to the advice we’ve provided. Where we manage financial products on your behalf, this access extends to liaising and transacting on your behalf.

Centrelink Liaison

Centrelink Liaison Services included if relevant.

╳

Title

Description

Advice Review

A review of all current strategies and products to determine if they remain appropriate for you. This will take into consideration relevant changes in your circumstances, government legislation, market conditions and financial products.

Responding to events that may impact your portfolio such as changes to research ratings or significant market movements.

Supporting you with any queries or assistance you need with any aspect of your current strategies, products or portfolio.

A review of all current investments currently held within your portfolio.

(A review held once a year)

Wealth Central Portal

A safe and reliable client portal.

Standard Modelling

Standard modelling services.

Insurance review

Detailed Insurance review at each review meeting to ensure adequate cover is in place – If relevant.

Specialist Expertise

We maintain ongoing professional training and education to develop our skills across legislation, investment markets, financial products, compliance and business practice. Given that your circumstances, legislation, investment markets and financial products will likely change, the advice received to date may not be the best approach in the future. By engaging in ongoing service, we keep our finger on the pulse so you can worry less and live more!

Small business at heart with institutional support

 We are a small business immersed in our local community so our reputation with our clients is critical to our existence. As a client however, you have the peace of mind that in the unlikely event that something did go wrong, we are licensed by a large institution providing an additional level of client protection. This same institution also provides several support functions and solutions that collectively enhance the quality of advice provided.

Investment Watch

Our investment watch will keep you abreast of opportunities which may be relevant to you.

Claims Management

Assistance in managing a claim including completion of claim forms and the collection of claim requirements.

Legislative watch

Our legislative watch will keep you abreast of legislative changes which arise and opportunities which may be relevant to you. This will provide you with the peace of mind that your strategy can remain on track.

Stay on track

An ongoing relationship with your adviser is an important aspect to ensure you are best placed to achieve your goals. As you age, your circumstances, goals and priorities inevitably change. For this reason, your financial plan is a living document that should be reviewed regularly to ensure it achieves what’s important to you.

Federal Budget update

Keep informed on key financial planning issues through our budget update.

Independent Investment Research team

Our research team carries out due diligence & reviews an extensive list of financial products that make up what is known as the “Approved Product List”. Our research team also provides investment portfolio models aimed to get the right balance between risk and return. This team is an extension of our business and keeps us informed of concerns or potential calls to action as they relate to these investments or policies (e.g. should we sell or switch out of an investment).

Family Succession Planning

Assistance in Family succession planning.

Technical Support

Our technical team reviews legislative changes and helps us determine the potential opportunities or risk. We use these insights to determine whether your original advice needs to change in order to provide the best chance of success in meeting your goals.

Information

During the course of the year, you may receive a range of different communications from us. This may range from product/policy information to educational correspondence and invitations to events (e.g. Intouch magazine).

Accessibility & Administration

Should you proceed with an ongoing service relationship; we will be available to assist you with any administrative tasks as they relate to the advice we’ve provided. Where we manage financial products on your behalf, this access extends to liaising and transacting on your behalf.

Centrelink Liaison

Centrelink Liaison service – additional cost.

Silver

Who would this package suit:

  • Low ongoing income needs
  • Simple strategy
  • Limited Centrelink support
  • Simple budget
  • Retirement – long term

Touch Point - One-off Advice

Who would this package suit:

  • Seeking one-off portfolio review
  • One-off Aged Care advice
  • One-off Estate planning review

Protection

Who would this package suit:

  • Seeking One-off Personal protection review
╳

Title

Description

Advice Review

A review of all current strategies and products to determine if they remain appropriate for you. This will take into consideration relevant changes in your circumstances, government legislation, market conditions and financial products.

Responding to events that may impact your portfolio such as changes to research ratings or significant market movements.

Supporting you with any queries or assistance you need with any aspect of your current strategies, products or portfolio.

A review of all current investments currently held within your portfolio.

(A review held once a year via phone or video call)

Wealth Central Portal

A safe and reliable client portal.

Standard Modelling

Standard modelling services.

Insurance review

Detailed Insurance review at each review meeting to ensure adequate cover is in place – If relevant.

Specialist Expertise

We maintain ongoing professional training and education to develop our skills across legislation, investment markets, financial products, compliance and business practice. Given that your circumstances, legislation, investment markets and financial products will likely change, the advice received to date may not be the best approach in the future. By engaging in ongoing service, we keep our finger on the pulse so you can worry less and live more!

Small business at heart with institutional support

 We are a small business immersed in our local community so our reputation with our clients is critical to our existence. As a client however, you have the peace of mind that in the unlikely event that something did go wrong, we are licensed by a large institution providing an additional level of client protection. This same institution also provides several support functions and solutions that collectively enhance the quality of advice provided.

Investment Watch

Our investment watch will keep you abreast of opportunities which may be relevant to you.

Legislative watch

Our legislative watch will keep you abreast of legislative changes which arise and opportunities which may be relevant to you. This will provide you with the peace of mind that your strategy can remain on track.

Stay on track

An ongoing relationship with your adviser is an important aspect to ensure you are best placed to achieve your goals. As you age, your circumstances, goals and priorities inevitably change. For this reason, your financial plan is a living document that should be reviewed regularly to ensure it achieves what’s important to you.

Federal Budget update

Keep informed on key financial planning issues through our budget update.

Information

During the course of the year, you may receive a range of different communications from us. This may range from product/policy information to educational correspondence and invitations to events (e.g. Intouch magazine).

Accessibility & Administration

Should you proceed with an ongoing service relationship; we will be available to assist you with any administrative tasks as they relate to the advice we’ve provided. Where we manage financial products on your behalf, this access extends to liaising and transacting on your behalf.

╳

Title

Description

Advice Review

A one-off review of your financial situation, a review of all current products to determine if they remain appropriate for you. This will take into consideration your circumstances, government legislation, market conditions and financial products.

We will create an appropriate financial plan for you and implement all changes.

Supporting you with any queries or assistance you need with any aspect of your new financial plan, products or portfolio.

(One-off Advice at cost)

╳

Title

Description

Advice Review

A one-off review of all current all personal Insurance products to determine if they are adequate cover to protect you. This will take into consideration your circumstances and financial products.

We will create a personal protection plan for you, to ensure you are appropriately covered in the event something happens.

Supporting you with any queries or assistance you need with any aspect of your personal Insurance.

(One-off Advice at cost)


OUR TEAM

WHY US

BOOK AN APPOINTMENT

My wife and I wholeheartedly recommend Ros Antrobus’ for her clear and concise expertise and for ongoing financial guidance as our circumstances continue to evolve. - Tim Curling

As you would probably realise my wife and I find money discussions quite stressful. Both of us found yesterday and our last discussion not only extremely helpful but comfortable and definitely built trust and confidence. We are very happy with the professionalism and service. - Peter Cox

Bountiful wealth has been looking after our pension fund for a number of years now. They provide an efficient and personal service which cannot be faulted, including home visits on a regular basis to keep us up to date with what is going on. We are confident that the advice Michael gives us is the best available. - Mike and Irene

I have been a client of Michael Kerr and Bountiful Wealth for over 4 years. During this time, Michael along with his very capable staff, have provided me with excellent information and service. Efficient and user-friendly details of my investments have enabled me to understand to the best of my ability and agree to the best outcomes in the marketplace. Friendly persons in the Office always answer my queries or get back to me. I would have no hesitation in recommending Michael Kerr of Bountiful Wealth as your Financial Advisor. - Denise Thorley

I have known my financial advisor Ros at Bountiful Wealth for 5 years & during this time have found her to be a person I am very comfortable with. She has much knowledge, is responsive, meets my expectations as she makes time to go through any required paperwork & visits me at home on the Gold Coast. I feel confident in recommending the expertise at Bountiful Wealth.

Regards,Carole

For Australian residents only

The information provided is general advice only. It has been prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs.

Bountiful Wealth is a Corporate Authorised Representative of RI Advice Group Pty Ltd ABN 23 001 774 125 AFSL 238429.

© RI Advice Group Pty Ltd 2017 All right reserved.

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