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. |
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. |
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. |
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. |
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. |
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) |