Client Benefits

We also provide our clients with additional value-added benefits.  These include:

Regular reviews

As you travel along life’s journey your financial situation will inevitably change – you may get a pay-rise, buy a house, change your marital status, welcome a new child, or transition to part time employment. Also, over time, there will be changes in the investment markets and the economic environment, both in Australia and internationally, which may affect your funds. This is why regular reviews of your financial plan and/or investment portfolio are so important.

After all, your financial plan is the key to your financial security and as such needs to be fine-tuned to accommodate changing circumstances and requirements. Craig will be there with you every step of the way to ensure that your plan is kept up to date and reflects where you are in life.

Free quarterly Financial Planning newsletter

Keeping you up to date with the latest news and changes in legislation is a priority for us. This is why we’ve designed a newsletter exclusively for you, our clients.

Our quarterly Financial Planning newsletter gives you a snapshot of the financial and investment markets, and covers a range of other topical financial and lifestyle information.

To download a copy of the latest edition, click here.

Professional partnerships

To ensure that we can meet every aspect of your financial needs, we have teamed up with a number of professionals who can offer you advice and assist us in ensuring that we’re providing you with the best service and quality advice.

Services available via our referral arrangements are:

• Accountancy Services
• Mortgage Services
• Estate Planning Services

Call and speak to Craig directly and find out how to create and protect your wealth on (02) 9419 5200.