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Service Packages
Wealth21 prides itself on providing personalised advice to each of our clients. Our recommendations can be tailored to suit your individual goals and life circumstances. Your personal circumstances will change throughout your lifetime as you progress from young savers to retirees and therefore, we must adapt your services in accordance with these changes.
The service you receive will depend on your desired level of involvement and the size of your portfolio. You may prefer to take an active role with your investments and documentation, or alternatively you may like to adopt a ‘hands-free’ approach and leave business to us.
This means that while all our client’s are important, not all clients require the same level of service. This is why Wealth21 have developed a range of service packages to suit each investor. The level of service for you is based on a combination of:
- The frequency of reviews you would like to receive from us;
- The complexity of your financial situation; and
- The size of your portfolio.
All packages include core components including –
- Initial meeting, data collection process and preparation of a Statement of Advice (SOA);
- Access to your professional team of advisers and administration staff to assist with any queries;
- Research and performance assessment of the fund managers in which your investments are held; and
- Newsletters on topical investment issues.
