As an ipac client,
this is what you can expect from our ongoing service:
| first
review meeting |
| To ensure we have
a mutual understanding of what has been implemented
|
| annual
planning meeting |
| To review your entire
financial position, objectives and strategy –
and make sure you are on target |
| monthly
portfolio valuation statements |
| So you know exactly
what is happening to your investments |
| ongoing
review |
| This is provided
once your formal plan has been implemented so that any
changes in legislation, tax etc can be incorporated
into your plan under our ongoing advice pledge. |
| quarterly
newsletter |
| To keep you abreast
of global events, market events, and government announcements
– and how they affect you |
| invitations
to ipac events |
| We keep you up to
date with changes in our business, the economy, markets
and local legislation as well as provide you with interesting
lifestyle events. |
