Our Prosper Wealth Program
We believe that a portfolio requires regular review in order to ensure it continues to meet your needs.
The review process should address each client's changing circumstances and objectives, the economic environment, investment sector performance, their taxation position, social security issues (where applicable), investments available and individual fund manager and investment performance. All these factors are subject to change and these changes may have a significant impact on the suitability of the portfolio.
To address these issues we offer clients a choice of ongoing services via our Prosper Wealth Program.
As a member of our Standard Prosper Wealth Program our clients receive:
Quarterly Investment Reports: These reports outline the performance of the recommended investments and provide clients with general investment and market information. The portfolio is reviewed by our financial adviser and any changes required are recommended, discussed and implemented as instructed.
Retainer Service: As members of our Standard Prosper Wealth Program our clients are free to contact us as required throughout the year. We will not charge clients for any discussions or for the preparation and implementation of any advice that may be required as a result of those discussions.
Annual Review: Once a year we schedule a complete review of each client's investment portfolio to allow us the opportunity to check that the strategies are still on track and aligned with their goals and objectives.
Regular Newsletters: Our Capstone Financial Planning newsletter, ‘Informed Investor' is sent 3 times a year. Clients also receive regular email updates.
Investment Watch Service: We are constantly searching for new and effective ways to meet the investment needs of our clients. We regularly assess fund manager performance, new products available on the market and legislative changes to determine if we can add more value to our clients.
Legislative Changes: We keep well informed of changes to government legislation relating to taxation, social security, investment and superannuation and, importantly, how any changes may affect financial strategies for our cilents.
Annual Client Function: Clients are invited to a special function each year. This event gives us the chance to thank our clients for their continued support and keep them informed of the latest market trends, legislative and economic changes, and the investment environment.
If you would like to find out more information about our Prosper Wealth Program please contact us.
