Investment Portfolio Review Service
Our Ongoing Service
It is important that your implemented investment portfolio is reviewed on an ongoing basis to confirm that it continues to meet your financial concerns and objectives. The performance of your investments should also be reviewed regularly to assess the effects of changing economic and market conditions.
Specific factors that can impact on a financial plan or investment portfolio include:
- Changes to your circumstances;
- Regulation changes affecting Commonwealth government payment entitlements, taxation, superannuation or insurance;
- Economic and investment cycles; and
- Fund manager and investment/direct share performance.
Such factors explain why we offer an ongoing review service to our clients. We don't just place your investments and forget about you!
The goal of our ongoing service is to provide you with peace of mind and confidence that your money is working to secure your financial future. Our ongoing service fee is agreed up-front in writing and, in many cases, is tax deductible.