Services to help manage your wealth
Our service options are flexible, so as your needs change, so can our service to you. Whatever level of service you require, you can be assured of personalised and premium advice and care.
Financial advice
Investment administration
Financial management
Full personal care
Financial advice
Whether you need one-off advice or a holistic financial plan, we can tailor advice to your needs and recommend structures and strategies that will help to achieve your financial goals.
- One-off advice – this may suit if you need advice on a particular area of your finances, eg reducing investment tax in the current year, establishing a trust in your will.
- Ongoing advice – if you want comprehensive advice to improve your overall financial situation over the long term, ongoing advice and regular reviews may be more appropriate.
Investment administration
If you have an investment portfolio or DIY super fund but don’t want the burden of paperwork, we can help you with the administration. We can serve as ‘custodian’ of your investments by taking responsibility (and a duty of care) for the safekeeping, administration and record keeping, while you retain control of making all investment decisions.
Financial management
If you want to outsource all decision making and ongoing management and administration for your investments, you can delegate these responsibilities to us. We can look after all aspects of managing your investment portfolio or DIY super fund, including making investment decisions, ongoing monitoring and all the administration.
This service may suit you if you no longer want to be burdened with these responsibilities yourself or if you are moving overseas for a period of time. It can also relieve you of managing a relative’s financial affairs, eg an elderly parent.
Full personal care
This is our highest level of financial care. We can serve as your agent taking full responsibility for managing your financial affairs and safeguarding your financial wellbeing. This can include managing investments, completing tax returns on your behalf and paying bills.
For more information
To find out how our services can help you, phone us on 1800 631 381 or make an appointment with one of our advisers.
