Premium

Our premium service delivers a customised service to high net worth clients. High net worth clients (net liquid investments of at least $1M) usually have different investment concerns and issues.

If you choose this service you can take comfort in the knowledge that your advisor will be making discerning decisions and tailoring solutions to ensure that your financial needs are continually monitored. This premium service will provide:

• Proactive tactical asset allocation
• Proactive strategic advice
• Peace of mind knowing that your investments are restructured when needed
• New investment offerings
• Term deposit service to maximise your interest returns
• Specialised investment commentary and regular communication