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 |