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Our Ongoing Services
The best support we can offer you is to partner with you for the long haul as your trusted mentor. We offer ongoing services to support and guide you across all areas of your personal planning and financial life. Select from our various tiers of service:
Want to learn more about our Ongoing Services?
Essentials & Premium
Coaching Only Support
Select from either annual or quarterly coaching check-ins, and benefit from our extensive range of support services, educational resources and tools.
Deluxe
Advice Only Support
Get ongoing support with your investment and financial products, including regular advice on contributions to super, managing your insurances and addressing changes in your circumstances as they arise.
Platinum
Coaching + Advice Support
Our most holistic ongoing support option combines both coaching and ongoing advice. Benefit from regular quarterly check-ins, along with additional coaching support and regular advice on your financial products.
Complex Advice Strategies
Certain complex investment strategies which hold higher levels of risk or greater compliance requirements warrant more advisory support. There are a number of such complex strategies we offer, such as geared investments or SMSFs for which we can provide mentoring via our Wealth Accelerator service.
Investment Management Service (Optional Extra)
As an optional extra to our Wealth Accelerator service, we offer bespoke Investment Management of your investment portfolios, delivered by our PA adviser team and PA investment panel. Separate to financial mentoring where you remain the boss, our investment management service takes the role of actively managing your investments the aim of outperforming market competitors and achieving your personal wealth creation goals.
*Our investment management service fee is calculated based on the amount of assets we manage for you, similar to other investment managers charge. For more details, please speak with your adviser.