Services

Annual Planning Service

Annual Planning Service

Our Annual Planning Service is ideal for clients with investment portfolios between $100,000 and up to $250,000 who seek to have their financial life planning goals and objectives reviewed on an ongoing basis. This is designed to maximise wealth accumulation potential, therefore financial well being.

This service provides the following:

  • Review your personal circumstances and investment portfolio annually, recommending any changes to assist you in achieving and maintaining your financial and life planning goals;

  • Report on your investment portfolio, Strategic Asset Allocation recommendations and economic updates relative to your financial situation;

  • Additional Strategic Allocations to your portfolio if required;

  • Ongoing Investor Educational sessions are conducted at your Annual Planning meeting;

  • Keep you informed with investment market updates and Financial Lifestyle Partners newsletters.