Ongoing Services

Ongoing Services

Financial Solutions for LIFE

We see financial planning as a journey. Your plan is not ‘set and forget’ – you will get better value from engaging in our ongoing services to ensure your plan changes as your life unfolds.

Meeting your objectives requires an ongoing review. Where are you on your journey? What has happened since we last met? This will allow us to ensure your plan continues to meet your objectives. For example, are there any new strategies that will improve your situation? How will you be impacted by any legislative changes? Do any changes in your financial position require further advice? And most importantly, how are you tracking for the bigger picture?

LIFE Financial Planners offers different levels of review services depending on individual needs. We will discuss the level of service we believe is required when your Statement of Advice is presented.

Along with regular reviews of the strategies, investments and products you have in place, we also keep you up to date by:

  • Providing regular portfolio valuations
  • Providing access to your accounts online
  • Quarterly newsletters
  • Updating you with legislative changes relevant to you