Ongoing Service

One of the most important components of the Education and Mentoring we provide occurs through our On-Going Service Program.

A plan is only as good as its checkpoints. We review the progress of achieving your financial goals and objectives by fine-tuning the strategy on an ongoing basis. We can also help you to develop your investment portfolio and help you monitor its progress. Over time, you will have the opportunity to discuss the changes in your lifestyle and financial needs. Together we will establish a strong financial foundation for you and your family’s future.

Talk to us about the support that you will receive

Optional On-going Service and Advice

There is no obligation to sign up to our on-going service package. It is imperative that you notify us of your intent as this will affect the advice we provide. We are more than happy to establish a one-off advice document for you.

Any further advice generally covered by an on-going service agreement can be provided at our hourly rate.

To learn more about how a financial adviser can help, read the blog “What does a financial adviser really do?