The main features of our ongoing service are:

Access to Adviser – free of hourly charges.

Regular Review – Annual, Half-Yearly or Quarterly Review (as required) of our recommended strategy to ensure that it stays on track and continues to meet your needs and objectives.

Recommended Alterations – to your existing investment portfolio due to economic, legislative, investment product or personal changes.

Implementation – of recommendations or changes to a portfolio in a quick, efficient and effective manner.

Investment Reports – including a valuation of your investment portfolio.

Seminars – exclusive seminar invitations relevant to your needs.

Special Reports – keeping you up to date with new investment opportunities and major events that may influence markets.

Budget Report – detailed report on annual Budget handed down by government and how it may affect you.

Referrals to, or liaison with, other professionals in the areas of legal, accounting or taxation specialities as required.