Implementation and Review

We will lead and coordinate the implementation of your financial roadmap. This will include preparing all the necessary paperwork to facilitate the transfer of your existing superannuation (and outside assets, if agreed) to a single competitively priced investment platform, with access to investment portfolios that you would not be able to access directly.

We will manage and monitor your investments constantly ensuring that your investments remain aligned with your investment strategy (“rebalancing”).

We will touch base with you and take into account changes to your personal circumstances and market conditions to revise the strategy at least annually.

You will get regular reports showing your investment balances and performance.

You will have transparency to see, online, your current investments.

 

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