OUR MISSION:
‘To work with our clients to help them enjoy their lives and achieve their financial goals.’

 

SERVICES:

1) Free 30 minute Introduction:

  1. Listen to client’s personal needs.
  2. Collect basic data.
  3. Discuss client’s goals.
  4. Presentation of services & fees.
  5. Confirm work to be completed.

2) Service & fee agreement to be established:

(Choice of hourly rate or an agreed fee)

  1. Buy/Sell managed funds.

    2. Transaction Fees are $20.00 + GST.

    (Up front sales commissions rebated).

  2. Buy/Sell ASX shares.

    3. Transaction fees are $20.00 + GST

    (plus wholesale brokerage rates).

  3. Lifestyle Planning & Strategies.
  4. Wealth Planning & Strategies.
  5. Investment Planning & Strategies.
  6. Retirement Planning & Strategies.
  7. Estate Planning & Strategies.

SPECIAL OFFER:

Holistic Financial Plan with Strategies.

(Special offer $1,500 + GST, Includes solicitors Wills & POA).

Administration Service agreements:

  1. Portfolio Administration Service

    2. 1% + GST.

  2. DIY Administration Service 1% + GST.

    3.  

     

    3) Optional services:

  3. Financial Administration Service.
  4. DIY Administration Service.
  5. Portfolio Monitoring.
  6. Regularly reviews.
  7. Monthly newsletters.
  8. Monthly transaction reports.
  9. Quarterly portfolio statements.

 

ACTION
    1. Collect detailed information.
    2. Establish lifestyle goal setting.
    3. Confirm information & goals.
    4. Written report - limited to holistic.
    5. Administration & Monitoring.