ONGOING REVIEW SERVICE
As part of our financial planning service offering, we offer an Ongoing Review Service. We can set this up for a fixed monthly fee, so you have the certainty of knowing the fees involved. Remember that we do not take commissions from providers and we believe that this is an important factor in our clients’ satisfaction with our ongoing services. We are always focused on your best interests.
The Ongoing Review Service provides access to our friendly financial planning staff at any time, as well as periodic reports on your portfolio and a comprehensive annual review.
As part of this formal review process, we evaluate your current investment strategy, portfolio, asset allocation and any other issues that may affect your financial planning requirements.