Developing an investment plan is just the beginning. At Avery Gibson Financial Services we don't invest and forget.
It is critical you are in regular contact with us to review your investment portfolio and to ensure that you remain on track to achieve your goals.
Avery Gibson Financial Services strongly recommends you liaise with us frequently to make changes where necessary, to ensure your portfolio meets your investment goals.
Investing is a serious business which requires ongoing advice from a professional advisor. Avery Gibson Financial Services provides an ongoing fee based Portfolio Review Service to meet this need.
Portfolio Review Service
Investing to create and maintain wealth is a complex, demanding and full time job. Numerous factors will have an impact on your investment portfolio and overall financial position over time. These include:
- Your changing goals
- The economic environment
- The investments available
- Investment sector performance
- Taxation position of investments
- Your taxation position
- Fund manager performance, and
- Investment performance
Features of the Review Service
Features of the review service are as follows;
- This service is provided on a retainer basis. It gives you freedom of contact with your adviser and permits Avery Gibson Financial Services to raise issues of concern, identify opportunities, and the ability to take appropriate action. You retain full control and ownership of your investments at all times. Avery Gibson Financial Services acts in an advisory capacity only.
- Advance notice of investment opportunities eg. Public listing of companies.
- Half yearly and annual reviews of your investment portfolio. Meetings would be arranged to discuss these reviews as required.
- Recommendation for changes to investments as necessary due to changes in personal circumstances, taxation laws, government regulations, fund managers, investment products or economic circumstances.
- Rebate of initial brokerage on any changes to your existing investments. This allows cost effective management of your portfolio.
- Liaison with other professionals eg, accountants and solicitors to meet your needs as they arise.
- An optional Administration Service in addition to reviews where Avery Gibson Financial Services accepts responsibility for all administration and record keeping related to your investment portfolio.
- Provision of regular newsletters, economic commentaries and seminars about both general financial or investment matters.
- Notification of specific investment opportunities.
- Open telephone and email access between you and your adviser is encouraged.
