Platinum Service

This program is designed for clients who want and need to receive the ultimate service package. You will receive the following services throughout the year:

• Four face-to-face meetings per year with your adviser to review your overall goals and strategies. These meetings can be held at our office or your location of choice.
• Four portfolio reports (incorporating your investment performance and market updates) per year.
• Monthly cash flow analysis to ensure you are meeting your cash flow and savings goals.
• Quarterly rebalancing of your investments in line with your recommended asset allocation, if required.

For further details on the rest of the Platinum service offering click here to make an enquiry 

Gold Service

This program is designed for clients who want and need to receive an excellent service package.
You will receive the following services throughout the year:

• Two face-to-face meetings per year with your adviser to review your overall goals and strategies.
• Two portfolio reports (incorporating your investment performance and market updates) per year.
• Bi-annually rebalancing of your investments in line with your recommended asset allocation, if required.
• Fund Manager updates as and when they come to hand. 

For further details on the rest of the Gold service offering click here to make an enquiry

Silver Service

This program is designed for clients who want and need to receive a quality service package.
You will receive the following services throughout the year:

• One face-to-face meeting per year with your adviser to review your overall goals and strategies.
• One portfolio report (incorporating your investment performance and market updates) per year.
• Annual rebalancing of your investments in line with your recommended asset allocation, if required.

For further details on the rest of the Silver service offering click here to make an enquiry

Transaction Only Service

This program is designed for clients who want to pay a fee for a service per transaction at a set rate without any annual fees.
 
Transaction only services are charged on an hourly rate basis.  Available services include the following:

• Personal meeting with an adviser to review your overall goals and strategies.
• Portfolio update with market overview.
• Rebalancing asset allocation.
• Centrelink assistance.
• Administration assistance and support when required.
• Liaison with your Accountant, Solicitor, Financial Institutions, etc.

For further details on the Transaction Only service offering click here to make an enquiry