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