If you have any Questions regarding Wealth Axis's Service Packages, please speak to your Wealth Axis Practice Manage
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Service Package 1 Quarterly Review |
Service Package 2 Half Yearly Review |
Service Package 3 Annual Review |
Service Package 4 Inv. Strategy Review |
Service 5 Ad-Hoc Advice |
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GivenAlways reported to client |
Access to your adviser | ||||
CoreOnly reported if delivered to clients, and can be tracked in XPLAN |
Annual review of your financial plan Review your investment portfolio and strategy on quarterly basis Regular communications |
Annual review of your financial plan Review your investment portfolio and strategy on half yearly basis Regular communications |
Review your financial plan, investment portfolio and strategy on an annual basis Regular communications |
Review your investment portfolio and strategy on an annual basis Regular communications |
Regular communications |
Additional(Available across all packages) Only reported if delivered to clients |
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| Service | Service Description |
| Default Service Tracking Rules: | |
| Market Commentary | Economic Updates |
| Adviser Access | Year round access to myself via telephone and email |
| Manage Insurance Claim | Assistance to help you manage your insurance claim |
| Portfolio Report | Annual investment portfolio reports |
| Event Invitation | Invited you to atten our client event |
| Portfolio Review | Completed an annual review of your financial plan, investment strategy and portfolio. As part of the review, I reassessed your personal circumstances, risk profile, needs and objectives |
| Newsletter/E-newsletter | Sent you regular communications with articles on financial markets, changing legislation and new investment strategies |
| Phone Review | Completed an annual review of your financial plan, investment strategy and portfolio. As part of the review, I reassessed your personal circumstances, risk profile, needs and objectives |
| Review Meeting | Completed an annual review of your financial plan, investment strategy and portfolio. As part of the review, I reassessed your personal circumstances, risk profile, needs and analysis |
| Additional Service Tracking Rules that your Practice can Set Up, if required: | |
| Statement of Advice | I provided a Statement of Advice explaining the changes to your personal circumstances, needs or objectives, and my recommendations |
| Records of Advice | Completed a Record of Advice confirming my recommendations |
| Financial Position Report | Provided a Statement of Current Position |
| Online Access | Year round online access to your portfolio |