Our Service Offer

The objective of our ongoing service is to:

  • Provide appropriate advice as your circumstances change
  • Keep you informed
  • Establish a partnership
  • Provide a feeling of comfort

Our services to you:

  • Half yearly, annual or tri-annual personal discussion
  • Review of your current investment portfolio
  • Review future lifestyle goals and objectives
  • Review your wealth protection and insurance needs
  • Investment structures
  • Debt management
  • Retirement planning
  • Dedicated customer service representative
  • Portfolio valuation
  • Regular communication via our app
  • Liaise with other professionals when appropriate on your behalf
  • Regular economic updates
  • Ongoing relationship with your financial planner