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