Our Review Service
Our ongoing review service incorporates the following elements:
- Formal review of Statement of Advice prepared on an annual, half-yearly or quarterly basis.
- Face to face meeting(s) with your Adviser to discuss the above report and recommendations.
- Additional strategy meetings with your Adviser as required.
- Pre-financial year end analysis of your situation and recommendations.
- Referral service to other professionals (eg. taxation, estate planning, general insurance).
- Unlimited phone access to Financial Planner and support staff.
- Processing of all cash, term deposit, share and managed fund transactions (Please note that third-party internet brokerage and/or transaction fees may apply).
- Written advice on corporate actions for direct share investments.
- Collation of all year-end taxation information for your Accountant.
- Verbal and written contact between review meetings regarding investment and strategy considerations.
- Data Collection Form sent to you once per annum to update financial position.
- Quarterly 'Prosperitas' Newsletter mailed to your preferred address.
- Email updates on investment markets and strategies.
- Invitation to six-monthly financial planning seminars.
- On-line access to your portfolio.
0.80% (excl. GST) per annum subject to minimum fee of $2,200 per annum.
1.0% (excl. GST) per annum subject to minimum fee of $5,500 per annum.
1.1% (excl. GST) per annum subject to minimum fee of $11,000 per annum.
Please note that listed Australian share investments are only available under the half-yearly or quarterly service.
Ground Floor, 971 Burke Road
Camberwell, VIC 3124
PO Box 8192
Camberwell North, VIC 3124