Review and Rebalancing
Our fixed fee annual consulting service covers continual review and support - tailored to your individual needs.
Every Day
We monitor and administer your investment funds. We provide unlimited phone and email support on asset management and financial planning matters. We're available for unlimited meetings to discuss your investment portfolio, financial issues or any other topic.
Every Quarter
We provide a written investment valuation, review summary and recommendations. We monitor your holdings - helping you decide if you need to rebalance, maintaining your chosen level of risk, and taking advantage of price changes by automatically buying low and selling high. We're available for review meetings to measure progress towards objectives.
Every Six Months
We meet with you to review your financial objectives, your lifetime cash flow forecast, your investment plan strategy, and your portfolio performance against the chosen benchmarks. We update your financial plan, and rebalance as necessary.