Is an ongoing service agreement right for you?

Your adviser will give you an estimate of your future needs but this is only an estimate as even though we have a fair bit of experience in anticipating your future needs we don’t have a crystal ball. We will only recommend an ongoing fee arrangement if it is reasonable to assume you will benefit from it.

What SErvices are included?

✓ An Annual review of your financial & life circumstances either in person or via virtual meeting.

✓ Direct access to your financial adviser for any questions and access to our client portal.

✓ Notification of legislation changes that may affect you.

✓ Single Advice document per year (in current scope).

✓ Administration of your affairs with your executor in event of your death.

✓ Preparation of account closures in the event of an immediate family members’ death.

✓ Updated advice on current strategy and changes in the marketplace.

✓ Monitoring of ongoing notices from your product providers such as Superannuation, Investment or Insurance.

✓ Forwarding relevant communication to other financial professionals annually (accountants, brokers etc).