At Sterling Grange Financial Planning we can offer both pre-packaged ongoing adviser service packages or we can build you a bespoke offering to your needs. See below our bronze, silver and gold packages or call us today to enquire about how we can work together to meet your goals!
Sterling Grange Financial Planning Pty Ltd
Ongoing adviser service packages 2021/2022
Service | Gold | Silver | Bronze |
Financial Planner Access |  |  |  |
Financial Planner Access Allowance per year | Unlimited | 6 hours | 2.5 hours |
Access to Planner support Staff | | | |
Strategy Reviews Offered | 2 | 1 | 1 |
Portfolio Reviews Offered | 4 | 2 | - |
Additional strategic advice & implementation within scope of SoA | | | |
Additional Advice – outside of the scope / new advice needed | | - | - |
Product Statements / Portfolio Reports | | | |
Proactive Service | | | - |
Transaction Servicing Support | | | - |
Management of Insurance Claims | | | |
Monthly News Update Service | | | - |
Ad-hoc Communication and contact | | | - |
Assessing the impact of legislative changes / Opportunities | | | |
Centrelink Updates and general compliance at your request | | | - |
Direct Share Administration Service | | | - |
Estate Planning Assistance at your request | | - | - |
Annual SMSF Investment Strategy Update | | - | - |
Market Commentary | | - | - |
Budgeting and Cash Flow Management assistance at your request | | - | - |
Liaise on an Ad-hoc Basis with Accountants, Solicitors, Centrelink, Mortgage Brokers at your request | | | - |
FDS /Opt In | | | |
