Time Saving – Ongoing Management

Time Saving – Ongoing Management

They currently receive pro-active advice and regular reviews of each of the components of their plan including management of their superannuation portfolios, cash-flow tracking, taxation planning, risk identification and management, debt management, estate planning etc.

As part of the renewal process we meet formally on a yearly basis, with other contacts in between either on line, by phone or email.

The agreed annual retainer fee for the service is deducted monthly from their cash account. As we do not accept commissions or benefits from third parties Laura and David have confidence that there are no conflicts of interest and that they are dealing with professionals who have their best interests at heart. They can see that our focus is upon their success and working with them to live their ideal lives.

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