We offer a free initial consultation to clients. This meeting is designed to collate the relevant information to assist in determining the appropriate strategy for you.
From the initial meeting should you wish to proceed a Statement of Advice/Executive Summary is prepared.
The preparation of a Statement of Advice and its implementation is the commencement point of a long-term ongoing Client / Adviser relationship.
Such a relationship is also implied by law to be ongoing and, in most cases, will be required by clients desiring that advice and assistance are available on a continuing basis.
On-going services will therefore include:
- Tracking of existing investments
- Strategic reviews
- Portfolio valuations and reviews
- Information on new appropriate investment opportunities
- The provision of newsletters
- On-going consultations as required
To discuss Ongoing Financial Advice, click here
