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We maintain an on-going relationship with you to provide a total service. Our service includes regular reviews and analysis to ensure that your strategy is still appropriate to your personal circumstances and the changes that occur in your life.
In any one year there can be many changes that affect your financial plan. For example, changes in financial markets, government legislation affecting issues such as taxation and social security, your personal needs and circumstances. Our on-going service provides you with assistance to make informed decisions on any given change.
Our on-going service program includes:
- annual review of your financial plan, investments and strategy in order to maintain the health of your plan;
- on-going contact. For example, appointments, emails, telephone calls as required;
- communication with your accountant, solicitor, employer superannuation fund provider or Centrelink
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