Service Packages

Tailored advice solutions 

One off consulting Advice

Range of ongoing advice services – from simple cost effective solutions to complete financial packages.

 

• Managed funds or ETFs only
• Half-yearly updates

• Managed funds or ETFs only
• Advice on asset allocation & fund selection
• Half-yearly updates and annual portfolio review

• Managed funds or ETFs only
• Advice on asset allocation & fund selection
• Half-yearly portfolio reviews
• Annual strategy review and projections
• SMSF advice, if applicable

• Listed securities, ETFs & AX-listed securities
• Advice on asset allocation & fund selection
• Advice on ASX-listed securities and corporate actions
• Half-yearly portfolio reviews
• Annual strategy review and projections
• Weekly valuation reports via email
• Trade execution on ASX
• Investment administration services
• SMSF advice, if applicable