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Basic Service Packages

The Essential Service

This package is suited to clients seeking a basic service, who wish for us to maintain their file and provide assistance on an ‘as needed’ basis, with the option of an annual review.

Features & benefits

  • An annual portfolio valuation report.
  • Assist with Centrelink updates where applicable.
  • An offer to review your financial planning requirements on an annual basis.

Please note that an additional fee may be incurred for further services. These will be confirmed with you prior to carrying out any additional services.

File Maintenance Service

This package is suited to clients who wish for us to maintain their file, and be available to assist with basic queries, as needed. Customers who choose this service are opting out of having an annual review.

Features & benefits

  • Maintenance of client file and records.
  • Assisting with client enquiries.
  • Dealing with fund managers and insurers for administrative purposes.
  • There will be no formal review or progress reporting of your financial plan, however, you may request such additional services.

Please note that an additional fee will be incurred where additional services are requested. We will confirm additional costs with you prior to carrying out any further services.

Contact Info

 

Phone: (03) 5831 9000

click here for full contact details.