EveryStep Financial Solutions offers a wide range of packages for you to choose from. Don’t know what would suit you best? Give us a ring and we can tailor a package to your specific needs.
STEP OUT
The Wealth Step Out Package is best suited for clients that have a straight forward financial strategy and are happy to meet once a year.
- Annual review meeting
- Investment Reports
- Review Objectives
- Review Tax Optimisation
- Review Investment Strategy
- Review Estate Planning
- Review Centrelink Entitlements
STEP FORWARD
The Wealth Step Forward Package is ideal for clients who need to be kept up to date on financial issues that could possibly affect their financial plan.
- Two review meetings per year
- Investment Statements
- Review Objectives
- Review Tax Optimisation
- Review Investment Strategy
- Review Estate Planning
- Review Centrelink Entitlements
- Monthly Newsletter
- Invitations to our annual client seminar
STEP UP
The Wealth Step Up Package is tailored towards clients who desire consistent contact throughout the year and would like to be kept up to date on all financial issues.
- Four review meetings per year
- Quarterly Investment Statements
- Review Objectives
- Review Tax Optimisation
- Review Investment Strategy
- Review Estate Planning
- Review Centrelink Entitlements
- Monthly Newsletter
- Invitations to our Annual Client Seminar
- Access to Client Portal
- Free Uploading of Important Documents