At Freshwater Financial Planning we can offer both pre-packaged ongoing adviser service packages or we can build you a bespoke offering to your needs. See below our bronze, silver and gold packages or call us today to enquire about how we can work together to meet your goals!

Freshwater Financial Planning & Advisory Services pty ltd

Ongoing adviser service packages 2020/2021

Service

Gold

Silver

Bronze

Financial Planner Access

Financial Planner Access Allowance per year

Unlimited

6 hours

2.5 hours

Access to Planner support Staff

Maximum Phone call/email response time of 24 hours

Strategy Reviews Offered

2

1

1

Portfolio Reviews Offered

4

2

-

Additional strategic advice & implementation within scope of SoA

Additional Advice – outside of the scope / new advice needed

-

-

Product Statements / Portfolio Reports

Proactive Service

-

Transaction Servicing Support

-

Management of Insurance Claims

Quarterly Newsletter Service / Market Commentary

-

Ad-hoc Communication and contact

-

Assessing the impact of legislative changes / Opportunities

All Centrelink Updates and compliance

-

Direct Share Administration Service

-

Estate Planning Assistance / Administration

-

-

Annual SMSF Investment Strategy Update

-

-

Market Commentary

-

-

Budgeting and Cash Flow Management assistance at your request

-

-

Liaise on an Ad-hoc Basis with Accountants, Solicitors, Centrelink, Mortgage Brokers at your request

-

FDS /Opt In