What ongoing services are provided?

Ongoing Monitoring and review of your Financial Plan is essential to ensure that your Plan is updated whenever changes occur in your life. As a professional Financial Planning business we view this stage of the process as the essential element in adding value for our clients over the long term.

Our Financial Planners Keep up to date with all the legislative changes, market changes and product changes, and offer to periodically review your financial plan with you to help you chart the correct course to achieve your financial goals. 

The review includes:

• Revision of your personal and financial situation at suitable intervals.
• Discussion of whether our recommendations remain appropriate should your personal circumstances or the legislative environment change.
• Implementation of any recommendations made as part of our ongoing service to you

We have a flexible range of ongoing service offers designed to suit your needs and circumstances.

Platinum review service
Gold review service
Silver review service
Essentials review service

There are costs associated with providing ongoing service however there can be a greater cost associated with not continuing to review and update your plan.