Eastwoods Ongoing Service will help you keep on track with your ongoing personal financial and lifestyle objectives.
To keep up with changes in legislation, investment markets and your personal financial circumstances, our Ongoing Service enables us to report on your portfolio of investments and strategies. As part of the service, we meet with you once a year in order to ensure that your objectives continue to be met.
The service is proactive in nature and gives you access to your Financial Planner to discuss your portfolio. With your Financial Planner in charge, you'll be able to enjoy life without worrying about the day to day challenges of investment markets.
The Ongoing Service will provide you with the following:
- A comprehensive annual planning meeting to review your lifestyle and financial goals, assessment of your strategies, summary of your investment portfolio and the current economic situation, where appropriate
- A complete look at your income and growth needs, maximising any Centrelink entitlements, minimising your taxation liability and optimising your general financial well being. Many of these issues can change on an annual basis simply as a result of changing Government legislation and knowing how to readjust your investment portfolio to take advantage of these changes is paramount
- Telephone access to your financial planner to consider changes that would affect the structure of your investment portfolio
- Ad hoc information emailed to you regarding important economic, legislative and market news
These valuable services are available as a package to Eastwoods Wealth Management clients. A fee is chargeable depending on the level of Ongoing Service.
If you would like to book an appointment or discuss the Ongoing Service further, please contact us