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Priority Service Packages

The Independent Wealth Service Package

This package is suited to clients who require a sophisticated and proactive service in managing their financial strategies, which may include different entities (such as Trusts, Self-managed Super Funds), liaison with other specialists, direct share advice (including corporate actions) and customised portfolios. We will regularly review your portfolio, and overall position, with priority access should you require additional services or advice.

Features & benefits

  • Investment Advice
  • Portfolio Management & Administration
  • Risk Management Advice
  • Strategic Estate Planning advice
  • Referral and liaison with accounting and legal specialists for financial matters.
  • Forward taxation planning
  • Self Managed Super Fund advice
  • Multiple entity tax return analysis & review
  • Intergenerational wealth transfer advice, and advice for your children as part of the service.
  • Portfolio options – Model or Tailored Portfolio incorporating direct shares & managed funds. Includes Corporate Action Advice.

The Emerging Wealth Service Package

This package is suited to clients wanting a pro-active service with the management of their financial planning requirements, which may include self-managed super funds, direct share advice (excluding corporate actions) and model or tailored portfolios. We will regularly review your portfolio and overall position, with priority access should you require additional services or advice.

Features & benefits

  • Investment Advice
  • Portfolio Management & Administration
  • Risk Management Advice
  • Estate Planning (basic) advice
  • Specialist Referrals
  • Forward taxation planning
  • Self Managed Super Fund advice
  • Multiple entity tax return analysis & review
  • Portfolio options – Model or Tailored Portfolio incorporating direct shares & managed funds. Excludes Corporate Action Advice.

The Wealth Foundations Service Package

This package is suited to clients seeking a pro-active service in dealing with their financial planning requirements. We will formally review your financial planning requirements and circumstances annually which will include a formal portfolio valuation. You will have access to your financial planner should you require additional services or advice.

Features & benefits

  • Investment Advice
  • Portfolio Management & Administration
  • Risk Management Advice
  • Estate Planning (basic) advice
  • Specialist Referrals
  • Portfolio options – Model or Tailored Portfolio incorporating managed funds and fixed interest. Excludes direct shares and corporate action advice.

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