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Ongoing Holistic Financial Advice PLUS Advisor concierge

mywealth ESSENTIALS Plus’ includes all of the ‘ESSENTIALS’ advice but goes much further to provide you a suite of services where your Primary Advisor takes on the responsibility as your ‘Wealth Concierge’. Now your ‘financial world’ could not be simpler; we’re working together towards attaining your life goals and aspirations.

  • General Financial Planning/’Health Check’ & advice
  • Asset Protection & Risk Management advice
  • Personal Insurance (Life, TPD, Trauma, Income Continuance)
  • Debt & Cash-flow management
  • Retirement & Superannuation advice
  • Investment & Wealth Creation advice (including direct property investment,
  • Retail Managed Funds, Platform Investments)
  • General tax advice
  • Estate Planning advice

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“Having all of these complex areas managed cohesively by your own Primary Advisor, who knows us well; ‘myconcierge’ is a real advantage”.

The benefits of myconcierge:

  • The preparation and review of your personal Wills and Enduring Power of Attorneys
  • Annual Debt and Mortgage review with brokerage (ensuring you always have the right credit products and that your are paying the lowest interest possible)
  • Administration of your personal Income Tax Returns (ensuring that you are compliant and are receiving the maximum tax benefits available
  • Finance Calendar & Important Dates diary management
  • Up-to-date information on any changes to Government & Industry Policy and how this affects you and advice on how you should take advantage of these changes
  • Up to 4 x Advisor Reviews/Meetings per annum

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