|Total Service Client|
'Total Service Plan'
This service includes a comprehensive Financial Plan plus quarterly reviews and ongoing maintenance so you don't have to worry about how your investments are performing.
After preparing your Financial Plan and implementing the recommended strategies, we take the time to review your investments each quarter and let you know if we want to change your strategy to achieve your goal.
Each year, we conduct a comprehensive review.
With Total Service, we are also available at any time to advise you financially.
Whether you want to buy a new car, or go on an impromptu holiday, we can advise you to ensure your goals are still in check.
We will also provide a fee discount for the administion of your investments.
This is the best solution if you want to ensure your financial planning is being looked after.
|Financial Plan Client|
This option is designed to help you get started.
If you've only recently entered the workforce and you have limited assets, but you understand the need for a Financial Plan, this plan is for you.
The fees are lower, as there is not as much involved, but you will still receive a comprehensive Financial Plan.
This option includes developing a comprehensive financial plan tailored to your goals and needs and implementing the recommended strategies.
This is the best solution if you want initial direction but are happy to manage your investments yourself and consult us when you need us.
|Risk Management Plan Client|
'Risk Management Plan'
This service prepares a risk management plan reviewing your insurances such as life and income protection insurance.
If you would like us to implement the strategies we recommend, the fee for the plan is fully refunded.
This is the best solution if you want to focus on your personal insurance only.