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What is the Ongoing Service?
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The Ongoing Service will assist you to track your ongoing personal financial and lifestyle objectives.
To keep up with changes in legislation, investment markets and your personal financial circumstances, the Ongoing Service enables us to report on your portfolio of investments and strategies. As part of the service, we meet with you once a year in order to ensure that your objectives continue to be met.
The service is proactive in nature and gives you access to your financial planner to discuss your portfolio. With your Financial Planner in charge, you'll be able to enjoy life without worrying about the day to day challenges of investment markets.
The Ongoing Service will provide you with the following:
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A comprehensive annual planning meeting to review your lifestyle and financial goals, assessment of your strategies, summary of your investment portfolio and the current economic situation, where appropriate. |
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A complete look at your income and growth needs, maximising any Centrelink entitlements, minimising your taxation liability and optimising your general financial well being. Many of these issues can change on an annual basis simply as a result of changing Government legislation and knowing how to readjust your investment portfolio to take advantage of these changes is paramount. |
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Telephone access to your financial planner to consider changes that would affect the structure of your investment portfolio. |
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Ad hoc information mailed to you regarding important economic, legislative and market news. |
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If you are a Community CPS member, you will receive an allocation of FREE transactions commensurate with the value of your financial portfolio. |
These valuable services are available as a package to Eastwoods Wealth Management clients. A fee is chargeable depending on the level of Ongoing Service.
This fee may be paid by periodic payment and may be partially or fully tax deductible. You should seek guidance from your accountant, or speak with Community CPS Taxation Service.
If you would like to book an appointment or discuss the Ongoing Service, call us on (08) 8132 9288 in SA or (02) 6286 0517 in ACT/NSW or send us an email.
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