Our Services

The objective of our ongoing service is to:-

  • Provide you with appropriate strategies tailored to your objectives
  • Keep you informed of changes that may affect you
  • Establish an ongoing partnership
  • Provide you with “sleep at night” comfort

Our services to you :-

  • Quarterly, half yearly or annual face to face discussion
  • Review of your current investment portfolio
  • Review current versus future lifestyle goals and objectives
  • Review your wealth protection and insurance needs
  • Investment structures
  • Debt management
  • Tax planning strategies
  • Retirement planning
  • Dedicated customer service representative
  • Portfolio valuation
  • Regular communication via eNewsletter
  • Liaise with other professionals when appropriate on your behalf
  • Regular economic updates
  • Ongoing relationship with your financial planner