Our ongoing review service incorporates the following elements:

Strategic Advice

  • 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.

Investment Administration

  • 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.

Regular contact

  • 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.
  • ‘Prosperitas’ Newsletter mailed to your preferred address.
  • Email updates on investment markets and strategies.
  • On-line access to your portfolio.

Fee Basis

Annual Service

0.80% (excl. GST) per annum subject to minimum fee of $2,200 per annum.

Half-Yearly Service

1.0% (excl. GST) per annum subject to minimum fee of $5,500 per annum.

Quarterly Service

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.