Initial & Ongoing Advice

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

General Advice Disclaimer

This information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services (PIS) Authorised Representative before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Professional Investment Services nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.