Details

Our Care packages have been carefully created with YOUR GOALS in mind.  We provide financial planning packages that incorporate the kind of lifestyle you want for yout future.  Our expert advisors are here to navigate your financial pathways to provide you with the best outcomes for your future and your family's.

Let us eliminate the ambiguity to provide a clear, concise outcome for your finances.

Goals Care Package 1 - $990

·      Offer of an Annual review

·      Administration of existing investment accounts

·      Regular email updates

·      Telephone consultations by appointment through our Customer Care Team

·      Assistance with dealing with insurance companies at claims time

Goals Care Package 2 - $1320

·      Annual review

·      Administration of existing investment accounts

·      Regular email updates

·      Telephone consultations by appointment through our Customer Care Team

·      Assistance with dealing with insurance companies at claims time

·      Quarterly monitoring of investment accounts

·      One Statement of advice per year prepared at cost

·      Adviser response to all enquiries within 72 hours

Goals Care Package 3 - $3,600

·      Annual review

·      Administration of existing investment accounts

·      Regular email updates

·      Telephone consultations

·      Assistance with dealing with insurance companies at claims time

·      Quarterly monitoring of investment accounts

·      Bi-annual review

·      Bi-annual portfolio reporting

·      One Statement of advice per year (if required)

·      Biennial phone call

·      Paperwork administration and completion

·      Monitoring of markets, legislative changes and how they affect you

·      Adviser response to all enquiries within 48 hours

Goals Care Package 4 - $6,500

·      Annual review

·      Administration of existing investment accounts

·      Regular email updates

·      Telephone consultations

·      Assistance with dealing with insurance companies at claims time

·      Quarterly monitoring of investment accounts

·      Quarterly review

·      Estate and Succession Planning Review

·      Annual mortgage review

·      Quarterly portfolio reporting

·      All inclusive advice

·      Biennial phone call

·      Paperwork administration and completion

·      Monitoring of markets, legislative changes and how they affect you

·      Advice response to all enquiries within 24 hours

Details

What is Joomla?

Joomla is an award-winning content management system (CMS), which enables you to build Web sites and powerful online applications. Many aspects, including its ease-of-use and extensibility, have made Joomla the most popular Web site software available. Best of all, Joomla is an open source solution that is freely available to everyone.

With millions of websites running on Joomla, the software is used by individuals, small & medium-sized businesses, and large organizations worldwide to easily create & build a variety of websites & web-enabled applications.

What Joomla! can do?

Joomla is used all over the world to power Web sites of all shapes and sizes. For example:

• Corporate Web sites or portals
• Corporate intranets and extranets
• Online magazines, newspapers, and publications
• E-commerce and online reservations
• Government applications
• Small business Web sites
• Non-profit and organizational Web sites
• Community-based portals
• School and church Web sites
• Personal or family homepages

Site and Administrator

Your site actually has two separate sites. The site (also called the front end) is what visitors to your site will see. The administrator (also called the back end) is only used by people managing your site. You can access the administrator by clicking the "Site Administrator" link on the "This Site" menu or by adding /administrator to the end of you domain name.

Log in to the administrator using the username and password created during the installation of Joomla.

Learn More

There is much more to learn about how to use Joomla! to create the web site you envision. You can learn much more at the Joomla! documentation site and on the Joomla! forums.