The objective of our ongoing service is to:
- Provide appropriateĀ 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
- Investment structures
- Debt management
- Tax planning strategies
- Retirement planning
- Dedicated customer service representative
- Portfolio valuation
- Regular communication via monthly email newsletter
- Liaise with other professionals when appropriate on your behalf
- Regular economic updates
- Ongoing relationship with your financial planner