Our comprehensive service includes an annual review meeting with your advisor, where we perform a complete assessment of your financial strategy. You also enjoy telephone and email access to our advisory team and regular face-to-face meetings between review dates.
Our professional service includes:
- Providing strategic updates to your accountant and any other professional advisors.
- Supplying end of year taxation information (as required).
- Recommending suitable professionals as other needs arise.
- Portfolio monitoring.
- Written portfolio valuations on request.
Our relationship with you is a life-long process, where we consistently adjust our services to suit your needs as your circumstances change.