Ongoing Services

At Western Pacific Financial Group Pty Ltd, we believe great service comes from our ability to actively manage clients’ financial planning affairs.

Your Western Pacific Financial Group Pty Ltd adviser can offer an ongoing review service based around your needs and includes:

Being available for regular consultation and advice.
Providing you with information, technical advice and recommendations when there are significant changes in personal and financial circumstances.
The ongoing monitoring of your portfolio and relevant recommendations based on changes in economic conditions, investment manager circumstances, opportunity, investment risk and financial strategy.
Detailed half yearly and annual investment reports including portfolio valuation, performance of assets and transaction summary.
Quarterly market commentary and newsletter.
Annual review of your situation to ensure needs and objectives are being met by your investment portfolio and financial strategy. We will monitor your progress to ensure you are on target to achieve your financial objectives.