Sound financial planning does not end with the initial plan and investment, it requires the facility to respond to change. We will provide an ongoing service and review facility that is designed to help make sure that your financial plan continues to meet your objectives and adds value to your investment portfolio over time.
In addition we will also review your ongoing Insurance and Superannuation needs.
Upon discussing your particular needs with your Personal Lifestyle Planner, you will both agree upon how often you will need to review your situation and what additional services you may require. It will be very clear to you what you’re getting and what you’re paying for.
