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:

• Quarterly, half yearly or annual face to face discussion
• Review of your current investment portfolio
• Review future lifestyle goals and objectives
• Review your wealth protection and insurance needs
• Investment structures
• Debt management
• Tax planning strategies
• Retirement planning
• Dedicated customer service representative
• Portfolio valuation
• Regular communication via monthly email newsletter
• Liaise with other professionals when appropriate on your behalf
• Regular economic updates
• Ongoing relationship with your financial planner