Pilot Wealth _0000s_0006_GLIDER - iStock_000001859102Large

ONGOING SERVICE | Active

Our service includes:

  • Half yearly review of current portfolio
  • Review of goals and objectives
  • Identification of changes to personal circumstances
  • Childrens education funding requirements
  • Review of existing investments and insurance
  • Tax planning strategies
  • Estate planning strategies
  • Centrelink strategies
  • Capital protection
  • Investment structures
  • Cash flow analysis
  • Budgeting strategies
  • Review of objectives to keep on track
  • Debt management strategies
  • Targets for retirement
  • Retirement analysis
  • Retirement planning
  • Review of objectives to keep on track
  • Borrowing to invest strategies

Other services:

  • Dedicated customer service representative
  • Portfolio valuation
  • Regular email newsletter
  • Weekly gourmet news from our Pilot News app
  • Invitation to an annual function
  • Special event/legislation change notification
  • If appropriate liaise with Centrelink on your behalf
  • Liaise with other professionals on your behalf
  • Regular market and economic email updates