Pilot Wealth _0000s_0015_BALLOON - iStock_000019619892Large

ONGOING SERVICE | Passive

Our service includes:

  • 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

Other Services

  • Dedicated customer service representative
  • Portfolio valuation
  • Regular email newsletter
  • Weekly gourmet news from our Pilot News app
  • If appropriate we will liaise with Centrelink on your behalf