What can I expect as a client?

Becoming an All Financial Services Advantage Client puts you in control of your financial future and well on your way to achieving your lifestyle goals. It’s important to have a clear picture of how you can get the very best from the service.

A partner for your journey

Having a partner with your best interests at heart is invaluable on a journey that is getting more complex and confusing everyday. As an All Financial Services Advantage Client, we will guide you through the maze of otions and choices available. This way, you can achieve what matters most – peace of mind, greater confidence and security.

What we provide

To help you stay informed and in control, we’ll regularly inform you of your progress towards your goals. Your advisor will help you put plans into action and, once you’re in control, provide ongoing advice and services to help you stay on track. Our service includes regular newsletters and investment updates, review meetings and invitations to exclusive meetings. Each of these services are detailed in the following section.

Keeping you informed

Newsletters and investment updates. These will help you keep up to date with investment markets and how the changes may affect your portfolio, as well as the potential effects of any legislative changes. We will also comment on major lifestyle issues that we believe may be relevant.

Annual review meeting

To make sure you are on target, your advisor will meet with you each year to review your total financial position, your objectives and strategy. Should any changes in strategy be warranted, we will provide you with detailed advice, in writing, for your approval. Once agreed, we will implement the changes on your behalf.

Freedom to speak to an advisor, when you want

Your advisor will keep you on track to achieve your lifestyle goals through all the changes your life will take. They will build a thorough knowledge of you situation and be able to ensure you take advantage of any emerging opportunities as well as respond and manage any emerging issues. You have the freedom to speak to an advisor when you want so they can answer any questions and provide you with the information you need.

Half-yearly portfolio reviews

These review meetings ensure that you are kept up to date with how your portfolio is performing. Your advisor will assess your current strategy and make any minor adjustments to ensure that you are well placed to achieve your goals. The reviews are at regular intervals throughout the year to ensure that you don’t miss out on any opportunities to get ahead.

Annual client briefing

You will be invited to the All Financial Services Annual Client Briefing and the aim of this event is to keep you informed of current issues in markets as well as developments within All Financial Services itself. We will also invite guest speakers along on topics of interest. These events are exclusively for All Financial Services Advantage Clients.