Financial Planning is not a set and forget process. Any change, big or small, can have a dramatic effect on your expected outcomes, risk factors and time factors on your financial plan.
Regular adjustment is the only way to ensure you stay safely and confidently on route to your original destination goal.
Ongoing Service means that our team will continue to engage with you regularly. You will meet formally every year to reassess your financial situation, to apply any new financial modelling, receive formal updates on your progress and adjust any current financial modelling to keep you on track toward your goals as they evolve with your life.
Buying a car, selling a house, received an inheritance? Perhaps you are now an empty nester and your expenses have rapidly changed? With our Ongoing Advice you can contact us with any questions along the way, and can seek our advice on an ad-hoc nature, always ensuring we’re remaining on-track to your goals, regardless of what curveballs may be thrown along the way.
Ongoing Service is by far the preferred approach to Financial Planning. It means we work collaboratively, always maintaining your goals at the centre of all of our discussions. To honour this approach, we offer your a discounted rate to your Initial Statement of Advice fee, saving you up-front costs.
Smart Private Wealth are your partners in wealth accumulation, protection and management for today and beyond.
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Debra & Tim, VIC