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.