As your Financial Advisers, it’s our role to provide you with the advice you need to achieve your financial goals. This page outlines your Ongoing Advice Service Agreement – the services you receive are important as they offer ongoing support to help you stay on track.

The terms of the Agreement, including the services you are entitled to and the cost, are set out below.  

Once you have made the decision to implement the recommendations provided in your Financial Plan, you need to make sure that they continue to meet you changing needs and objectives. The following variables can change over time and can have significant impact on your financial planning strategy:

 Lifestyle or financial situation changes

• Legislative changes
• Taxation environment
• Centrelink issues
• The economic environment; and
• Investment sector and fund manager performance

 It is important that your Financial Plan is re-assessed on a regular basis to ensure it is achieving, or is on track to achieve, the objective you set out with. If your objectives change it is likely the plan will need to be altered to accommodate this.

 As your financial planners, we wish to provide you with an ongoing review service that monitors these factors, to ensure your portfolio remains consistent with your needs and objectives. The following services are available to you.