Review Program
Whether you are close to, planning for, or in retirement, it is important that you review your overall financial situation at least once a year to ensure your plans are on track.
The FSSFP Ongoing Service & Review Program is available to all clients for an annual fee.
If you opt to become an Ongoing Service client, the FSSFP Review Team will work to provide you with regular ongoing reviews to ensure your financial plan stays on track.
You may require slight adjustments to your financial plan, particularly when your personal circumstances change, or to respond to changes in legislation or investment markets.
The Ongoing Service & Review Program provides you with a personalised one on one service with a dedicated financial planner who can provide:
- An annual review appointment with a Financial Planner;
- Regular updates of your portfolio;
- Advice on ensuring your Transition to Retirement strategies are being utilised effectively;
- Advice on how to maximise Centrelink benefits and minimise aged care fees;
- Gifting strategies to minimise tax and maximise control over assets;
- Estate Planning considerations; and
- Advice on using Funeral Bonds to maximise your position
Your FSSFP review planner can provide you with help either over the phone or in person. You will also be fully informed throughout the process and kept up-to-date with every aspect of your Pension.
Ongoing Service clients are entitled to an annual review appointment. For non-Ongoing Service clients, review appointments are charged at a set hourly rate.
Should any written advice be requested, the price for this will be quoted and agreed upon in your appointment.
To book your review appointment, please click the Book an Appointment tab.