ONGOING SERVICE | Reactive

Our service includes:

• Regular reviews 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
• Unlimited phone contact with your financial planner