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Symes Warne & Associates will provide details of continuing investment performance, and asset allocation, ensuring your portfolio is maintained close to your personal risk return benchmarks. We carry out regular reviews of your investments, provide newsletters, commentary and advice on new developments in financial markets and relevant legislative changes.
As your situation evolves and external factors change, our service will promptly advise you when any adjustments and changes are required to your financial affairs. Our client database system allows us to accurately monitor client circumstances and respond quickly when changes to client portfolios are necessary.
The following is an outline of ongoing services provided:
Advice to investors regarding their investments. All recommendations made are in accordance with each client's personal objectives. Advice is given in writing.
Investors receive reports detailing the annual performance of their investments and the current asset allocation of their portfolio.
Client support and advice including dealing with communications from Fund Managers, Social Security assistance, legislative changes which affect the client.
Newsletters commenting on economy, taxation, Social Security and other relevant issues.
Client seminars on relevant issues.
As funds are needed, advice to clients of the investment most suited to be drawn upon. This is most important as it can lead to taxation savings and help maximise investment returns.
No alterations are made to client investments without written approval from clients (signed forms).
