Our Services / Ongoing Management
Ongoing Management
At Totally Integrated Financial Planning, we recommend that your financial strategies and investments are reviewed regularly as circumstances, legislation and economic climate do change.We strongly recommend the following “ongoing management service package”.
- Ongoing review of strategy as detailed in our initial report
- Quarterly Portfolio Report, including updated valuations and asset allocation.
- Meeting to review the above at your request.
- The ability for you to contact us at anytime to discuss your portfolio & strategy.
- Assistance with ongoing Fund Manager paperwork if required.
- Assistance with ongoing Centrelink correspondence.
- Ongoing research of our approved products and asset allocation.
- Advice of changes affecting your investments or strategy.
- Referral to other professionals such as Solicitors and other Professionals as required.
Fees for our services are invoiced to you personally and are payable to Totally Integrated Financial Planning Pty Ltd. Invoices are issued in June of each year.
The first year fee will be charged on a pro rata basis.
It is in this manner we can offer a holistic approach to your affairs and ensure you are structured correctly to achieve financial security.
