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 financial 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 Statement of Advice fee, saving you up-front costs.

What You'll Get

ANNUAL FORMAL MEETING: We’ll meet annually to fine tune your plan and ensure it’s still tracking toward your end goal
RECEIVE ANNUAL PORTFOLIO REPORT: A formal report to show you your financial progress in action
AD HOC SUPPORT & ADVISORY: Contact us whenever you need to discuss an event that may affect your financial plan. For example: Buying a car or house, a holiday, financial changes and so on
CLEAR FEE STRUCTURE: You will be billed a monthly fee (which is accounted for in your financial modelling) to enable our Ongoing Service to you.

The Benefits

Ongoing access to your adviser

Apply any ad-hoc changes to your portfolio

It keeps you accountable

Your plan can be adapted to your changing circumstances

Your plan can be adapted to changing economic circumstances

Assist in avoiding financial pitfalls.

The cost of Ongoing Service

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. Refer to the Fees & Structures table here.

Your money. But smarter.

Smart Private Wealth are your partners in wealth accumulation, protection and management for today and beyond.

TALK TO A FINANCIAL ADVISER TALK TO A FINANCIAL ADVISER

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What our
clients say

In addition to managing our accounting and tax, Shannon and the team helped us set up a SMSF and create all the appropriate structures along the way suited to our business and personal goals. Their attention to detail, and Shannon's ability to explain complex tax and financial structures clearly is second to none. We now have our insurances and estate planning with Smart Private Wealth. We couldn't be happier."

Debra & Tim, VIC
Business Owners

Ongoing Service Program