Our Introductory Planning Service is ideal for clients who seek to have their investment portfolio as well as their life planning goals and objectives reviewed on an annual basis. This is designed to maximise wealth accumulation potential, therefore financial well being.
This service is limited to those with investment portfolios up to $100,000 and 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.
Financial Lifestyle Partners and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd.
ABN 54 139 889 535, AFSL 357306. http://fortnum.com.au
Any information on this website is general advice only and does not take into account any person's objectives, financial situation or needs. Please consider your own circumstances and consider whether the advice is right for you before making a decision.
Always obtain a Product Disclosure Statement (If applicable) to understand the full implications and risks relating to the product and consider the Statement before making any decision about whether to acquire the financial product. PrivacyPolicy
