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Financial Planning Packages

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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

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Call 03 5141 0055 or email info@freshwaterfp.com.au

146 Macleod St Bairnsdale, VIC 3875

Carl Freshwater (Authorised Rep No. 1001097) and Freshwater Financial Planning & Advisory Services Pty Ltd ABN 86 632 775 403 are Authorised Representatives with Axies Pty Ltd ABN 38 136 704 446 # AFSL No. 339384, Axies Pty Ltd is a subsidiary of Spark Financial Group ABN 15 621 553 786

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