We also provide our clients with ongoing services such as:
- annual reviews and portfolio valuations;
- Insurance Quotes as your situation changes
- General tax advice specifically in relation to superannuation;
Referrals to our professional partners who provide:
- general insurance
- accounting
- solicitor
- mortgage broking services.
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Regular reviews
As you travel along life’s journey your financial situation will inevitably change – you may get a pay-rise, increase business revenue, buy a house, change your marital status, welcome a new child, or transition to part time employment and most importantly, achieve the end goal, which is retirement.
This is why regular reviews of your financial plan and investment portfolio are so important.
After all, your financial plan is the key to your financial security and as such needs to be fine-tuned to accommodate changing circumstances and requirements. Your AUS Financial Advisers adviser will be there with you every step of the way to ensure that your plan is kept up to date and reflects where you are in life.
Quarterly Portfolio Updates
Keeping you up to date with your portfolio and performance is a priority for us. This is why we have designed a quarterly electronic newsletter exclusively for you, our client.
Our quarterly report details Portfolio Valuation, Market Movement over a 12 month period , Asset Allocation and individual fund and share performance summaries.
Professional partnerships
To ensure that we can meet every aspect of your financial needs, we have teamed up with a number of professionals who can offer you advice and, via referral arrangements, we can provide you with the best service and quality advice.
Some services available via our referral arrangements are:
- General Insurance;
- Business Purchases
- Refinancing and Debt consolidation;
- Accountancy Services; and
- Solicitor services (wills and estates, Powers of Attorney).
