Pilot Wealth _0000s_0008_ELDERLY PEOPLE - iStock_000016131388Large

ONGOING SERVICE | Living

Our service includes Quarterly information seminars covering:

  • General advice on portfolio maintenance
  • Making the most of your retirement
  • Economic and market update
  • Tax planning strategies
  • Estate planning strategies
  • Capital protection strategies
  • Review of legislative change
  • Budgeting tips and strategies
  • Retirement tips
  • Estate planning strategies
  • Intergenerational wealth
  • Becoming your CentreLink correspondence Nominee
  • Regular email newsletter
  • Weekly gourmet news from our Pilot News app
  • Dedicated customer service representative

Additional services(hourly rates apply)

  • Regular reviews of current portfolio
  • Review of goals and objectives
  • Identification of changes to personal circumstances
  • Review of existing investments and insurance
  • Personalised portfolio valuation
  • Age Pension issues
  • Liaise with other professionals on your behalf

Any additional costs with our service will be discussed with you prior to any work being actioned.