Implementation and Review

Our clients continue living their lives secure in the knowledge that their retirement savings are well looked after.

Our commitment to you:

  • Leading and coordinating the implementation of your financial roadmap.
  • Preparing all the necessary paperwork to facilitate the transfer of your existing superannuation (and outside assets, if agreed).
  • Managing and monitoring your investments constantly ensuring that your investments remain aligned with your investment strategy (“rebalancing”).
  • Annual reviews which will take into account changes to your personal circumstances and market conditions annually.
  • Regular reports showing your investment balances and performance.
  • You will have constant line of site of your investments online.

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