Ongoing Service Program

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Ongoing Service Program.

Financial Planning is not a set and forget process.

Any change, big or small, can have a dramatic effect on your expected outcomes, risk factors and time factors on your financial plan.

Regular adjustment is the only way to ensure you stay safely and confidently on route to your original destination goal.

Ongoing Service means that our team will continue to engage with you regularly. You will meet formally every year to reassess your financial situation, to apply any new financial modelling, receive formal updates on your progress and adjust any current modelling to keep you on track toward your goals as they evolve with your life.

Buying a car, selling a house, received an inheritance? Perhaps you are now an empty nester and your expenses have rapidly changed? With our Ongoing Advice you can contact us with any questions along the way, and can seek our advice on an ad-hoc nature, always ensuring we’re remaining on-track to your goals, regardless of what curveballs may be thrown along the way.

Ongoing Service is by far the preferred approach to Financial Planning. It means we work collaboratively, always maintaining your goals at the centre of all of our discussions. To honour this approach, we offer your a discounted rate to your Initial Advice fee, saving you up-front costs. Refer to the Fees & Structures table above.

How it works.

We’ll meet annually to fine tune your plan and ensure it’s still tracking toward your end goal.

You can also get in touch throughout the year whenever you need to discuss an event that may affect your financial plan.

Why it's important.

Having ongoing access to your advisor means you remain accountable.
It means that the initial financial and time investment made into your financial plan is continually nurtured and maintained.
It means your financial plan is fluid and adaptable to changes in your circumstances, such as kids moving out of home, purchase or sale of an asset, retirement, or changes in the economic environment.
It means you are better supported to avoid any pitfalls and ensuing your financial plan continues to work hard for you, delivering you to your goals.

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