Our ongoing services include but are not limited to:

VALUABLE ADVICE AND ACCOUNTABILITY

Annual Planning Meeting

A one hour meeting so we can update your plan, track your progress, discuss and model alternative strategies, and make changes as needed

Half Yearly Cashflow Health Check

A 30 minute Zoom or phone call so we can check in on your cashflow to ensure optimisation

Access to your Adviser via phone and email throughout the year

So you have an expert ready who knows you and your situation when you need it the most

Our ongoing services include but are not limited to:

KEEPING INFORMED AND ORGANISED

Online Wealth Portal

So you can stay organised and have visibility of your entire financial world in one secure place

Monthly investment updates via email and video

So you always know how your investments are performing and why any changes are being made

Liaising with accountant, mortgage broker, lawyer etc

So all your Advisers are on the same page with the common goal of making your financial success easy

Administrative support for financial products

So you never have to sit on hold or fill in forms with your Super, Investment, or Insurance provider ever again

OUR ANNUAL ADVISER SERVICE COSTS:

Strategic Advice Retainer: $3,300 (paid by direct debit and fully tax deductible)

E.g financial modelling, budgeting, debt management, property investment, borrowing to invest, tax minimisation etc

Super and Investment Advice: 0.55% of funds under advice (paid from Super and/or investment accounts)

E.g reviewing investments, superannuation contributions, pension withdrawals, administration and communication with super fund and investment platform etc

Note: Our cost for super and investment advice is well below the industry standard which is 1.10% of funds under advice.

Ongoing fees are paid in monthly instalments throughout the year. There are no lock-in contracts, you can cancel at any time, in fact, we require you to opt-in to our service every year on 1 July.