Partnership2017-12-22T16:54:18+00:00

Partnership

Why?

  • Our lives are ever evolving and don’t always go according to plan. Failure to keep us up to date with any changes to your circumstances, goals or objectives can have a significant impact on the likelihood that you will achieve your goals.

Our Approach

Success depends upon your ongoing commitment to your financial journey. It is imperative that you continually seek our advice as your financial plan is not a one-off event, but as an ongoing process. The one certainty of your financial plan is that circumstances will continue to change.

These changes may be dictated by external sources such as changes in investment markets or the economy, or changes in your personal circumstances such as your family situation or your health. It is therefore imperative that we have an ongoing strategic relationship that focuses on your strategy to grow, protect and pass on a legacy.

As part of this commitment and ongoing relationship we will meet at least annually to:

  • Discuss any changes to your objectives, needs and circumstances.
  • Stay up to date with changes in your personal and financial circumstances that may affect the strategies we have recommended.
  • Update you on the economic environment, investment and legislative changes that may affect your strategy.
  • Recommend any required changes to your overall strategy to grow, protect and pass on a legacy.
  • Discuss your portfolio and its performance.
  • Discuss the appropriateness of your investments, personal insurances and other key areas.

MORE SERVICES

INVESTMENT

DEBT

INSURANCE

SUPER

SMSF

RETIREMENT

AGED CARE

LEGACY

TAXATION

CENTRELINK

CASH FLOW

PARTNERSHIP

DIVORCE

EXPATS