Our Service Offer*
The objective of our ongoing service is to:
- Provide appropriate advice as your circumstances change
- Keep you informed
- Establish a partnership
- Provide a feeling of comfort
Our services to you:
- Quarterly, half yearly or annual face to face discussion
- Review of your current investment portfolio
- Review future lifestyle goals and objectives
- Review your wealth protection and insurance needs
- Investment structures
- Debt management
- Tax planning strategies
- Retirement planning
- Dedicated customer service representative
- Portfolio valuation
- Regular communication via eNewsletter
- Liaise with other professionals when appropriate on your behalf
- Regular economic updates
- Ongoing relationship with your financial planner
* Note: this is NOT Feedsy's service offer.
Instead this has been written to appear in the Our Service Offer page on your app.
If you wish to edit or use a portion of this text please copy and paste it into the Getting Started form.