Fee for Service Financial Planning Packages 

Financial Spectrum offers six different annual service packages.  This allows our clients to select the package that they think best suits their needs and budget:  

 

Six annual Financial Planning service packages to choose from

Core Service	Annual review service including: a pre-meeting phone call with a member of your advisory team to ensure that your review meeting is as productive as possible a pre-meeting questionnaire to update all your personal data and financial position a review of your risk profile to ensure that your attitude to investment markets remains the same a new mini financial plan rebate of initial and upfront investment and superannuation fees a one hour meeting to review all aspects of your financial and lifestyle plans including your risk profile. open access to your advisory team at any time automatic prompting and transactional assistance for any implementation advice scheduled for you by your planner an annual report covering all your investments and insurance for which we are the appointed advisers. liaison with other professionals on your behalf including your accountant, stockbroker, mortgage broker, tax and legal advisers.  We also have a strong referral panel that may be able to assist you if you do not already have access to these professionals. insurance and investment placement, including assistance with implementation and confirmation of the transaction access to wholesale funds where applicable access to special investment opportunities as they arise if they are suitable to your needs and portfolio invitations to our Client Education programs and seminars
Core Plus Service	Core Service + an additional 2 hours of personalised financial advice
Investor Service	Core Plus Service + half yearly financial reviews
Investor Plus Service	Investor Service + full quarterly financial reviews
Mentor Service	Investor Plus Service + full quarterly financial reviews

For more information and pricing, contact one of our experienced financial planners or give us a call on 02 8238 0888.

Get the right holistic and professional financial planning advice with our expert team of  financial planners and  financial advisers today.

Our first meeting is complimentary and risk free, so why not book in now to find out how a Financial Spectrum Financial Planner can help you today.

 

Financial Spectrum is a Principal Member
of the Financial Planning Association
of Australia (FPA)