We will prepare a comprehensive Financial Report called a Statement of Advice, that details our recommended strategies for realising your future financial objectives through to retirement and beyond. Within this report, the key areas of consideration are:
- the legal structure of your investment entities, particularly your superannuation fund, which remains one of the most tax-effective vehicles for creating retirement wealth,
- asset allocation and choice of specific investments,
- personal insurance protection, and
- succession issues such as Wills and Powers of Attorney
Critically, we also monitor our recommendations on an ongoing monthly basis to ensure that the implemented strategies are always in alignment with the Reports’s projected long-term financial performance. If we believe – or you request – that changes or modifications are necessary to your existing strategies, we will act very quickly to realign your current structure to the required position.
Through our internet-based Portfolio Administration Service (PAS), in-depth daily reports such as Portfolio Valuation and Portfolio Performance will be available for your viewing. To view a simulation of the PAS’s functionality, please click the link below:
