OUR SERVICES WILL INCLUDE
- Annual Portfolio Valuation Report
- Regular 'Prepare for Life' newsletter via email
- Adviser support access at additional fixed
The completion and implementation of your statement
of advice is just the beginning of our support and guidance.
The key to the success of our advice is the ongoing support
available with our BRONZE ongoing service level.
This service level has a number of components and would suit
investors who are not transacting regularly on their account
and do not require direct access to their Financial Planner.
It may be appropriate for single strategies in specific areas
such as the establishment of a savings program or a
superannuation account. It is ideally suited to initial investors
with smaller balances wishing to minimise the cost of obtaining
advice. You may upgrade your ongoing service level at any
Our BRONZE ongoing service level includes a yearly portfolio
valuation report and regular informative newsletters and emails.
We encourage you to meet with us at a quoted additional tax
deductible cost for a face to face review of your current position
to make sure you are on track to achieve your goals. A
component of the cost of this ongoing service option is to
ensure that you have a relationship with a financial planning
adviser who is familiar with your circumstances and that is
available to speak to you if you feel it necessary. Please take
advantage of the services we offer.
Many of us start off in our financial life earning a meagre salary developing a lifestyle that results in us managing from Pay Day to Pay Day.
This ongoing service level is a transactional based relationship where we provide guidance on the basics of financial discipline to ensure that you meet the financial goals that we have set together in your initial financial plan.
THE OBJECTIVES OF OUR ONGOING ADVICE AND SERVICE
We need to know about your changing circumstances and whether our original advice remains relevant for your current situation. Building and maintaining wealth is an ongoing journey.
Keeping You Informed
It is important to know that you are progressing towards achieving your goals. You need to know what advice is required to keep you on track.
By continuing to work in partnership with you, we encourage you to remain disciplined to achieve your agreed goals. We remind you of your goals if we see you veering off track.
Feeling Of Comfort
Education and appropriate advice will keep you on track. If we all remain proactive in our process, we can continually look at ways of making the most of what you have.
"It is important to know that you are progressing towards achieving your goals."
FEE FOR SERVICE
The minimum annual fee for our BRONZE ongoing service level is $660.00 including GST. The fee may be debited from your investment fund as an annual lump sum or charged on the basis of $55 per month.
Additional fees may be applicable if there are significant changes to your existing plan and will be fully disclosed prior to proceeding with the changes. Any commissions or referral fees received by us in relation to the provision of advice and lodgement of investments, lending or insurance shall be fully disclosed to you and retained by us.
The success of any plan is dependant upon the commitment that you are prepared to make to its implementation and maintenance. It is important that not only are we prepared to provide a level of ongoing service to you in accordance with the information that we have discussed, but equally you are prepared to meet the costs of us providing that service to you.
Accordingly we seek to obtain agreement in advance of the provision of services to you so we both have certainty that there will be cooperation by all parties leading to a successful outcome.
Upon you providing your authority and confirmation that you will meet the agreed costs that we are about to incur in the provision of services to you, we will proceed with our agreed service level.
TO SUCCEED WE MUST CONNECT
Our commitment to you
As our client, you will receive high quality professional advice and ongoing services that ensure your finances will be professionally managed to suit your needs and goals, both now and in the future.
Our commitment to you will be based on understanding your needs, maintaining the integrity of the advice we give and ensuring effective communication of the solutions we agree to implement.
It is our aim to be not only your most competent and trustworthy source of financial advice but also the provider of financial advice to your family and future generations.
Our range of services and integrated financial services advisory firm model gives you the benefit of having one contact point for all your financial needs.
Your commitment to us
You agree to provide us with sufficient financial information to enable us to deliver suitable financial services to you based on your goals and objectives.
You agree to notify us in the future of any changes in your circumstances so that we can adjust our advice to ensure accurate and applicable financial services continue to be provided to you.
Should you decide to accept our offer, you agree to be bound by a Letter of Engagement which purports to details the general obligations and charges associated with us providing financial services to you.
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