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Optimise ACCOUNTCORP FINANCIAL PLANNING PTY LIMITED ABN 36 159 311 985 At Accountcorp Financial Planning we want to ensure our clients find every opportunity to protect and grow their wealth. We listen to their unique needs and develop personalised strategies to help them achieve their goals. We pride ourselves on always delivering on promises to our clients and keeping them at the forefront of new opportunities as they arise. About our Ongoing Services At Accountcorp Financial Planning we understand that over time your circumstances may change. As a result of this your original financial strategy may need to be reviewed to reflect these changes. This is why we offer to provide you with an ongoing review of your financial plan to ensure that you continue to work towards a secure financial future. Optimise This is our premium service and is ideal for clients who like to actively be involved with their affairs. This could be someone who is transitioning to retirement wants to actively trade shares holds a self-managed super fund or has a complex or diverse portfolio of investments. Access to your Financial Planner Your financial planner will place a high priority on ensuring that you are provided with the highest level of service and that your queries and concerns are addressed at the earliest possible time. What we provide and what this means to you Comprehensive Review of Your Goals & Objectives Strategy & Investment Portfolio We will meet once a year to review your strategy and to take into consideration any changes to your situation changes to legislation that may affect you revisit how comfortable you are with your investments and to ensure that you remain on track to achieving your goals. These reviews will encompass changes to the following - Taxation - Superannuation - Insurance - Economic & Investment Cycles - Portfolio Management & Investment Advice - Government Payment Entitlements & Estate Planning Investment Review In addition to your annual review we will also meet half way through the year to have a look at your portfolio and to see how it is tracking. If required we will make any adjustments that may be necessary. Of course should your circumstances have changed we will also take this into consideration and review the original strategy if required. Liaising with Other Professionals We will work with your Accountant Solicitor Stock Broker or Lender where required to make these dealings as simple as possible. Just remember to let them know my details. Insurance Claim Assistance We will assist you and your family through the claims process in the case of being in the situation that you have to make a claim on your personal insurance. This will allow you to concentrate on what is important to you. Assistance with Access to Government Benefits You will receive ongoing advice as to your eligibility for government assistance. We can assist with the completion of paperwork and organise to visit Centrelink with you for initial applications if required and make this step less daunting. Events You will be invited to events that we feel are suitable and relevant to your financial situation. These events will enable you to keep abreast of current market issues topics of interest and any developments within our practice. Regular Communications We will keep you informed with regular economic and legislative updates to assist you to understand how these changes may affect your situation. Our role is to ensure that you are kept up to date during times of uncertainty and market volatility. Contact Us The Terraces 1 1 Iolanthe Street CAMPBELLTOWN NSW 2560 Phone (02) 4625 9411 Email karen Web Corporate Authorised Representative and Corporate Credit Representative of Securitor Financial Group Ltd ABN 48 009 189 495 AFSL and Australian Credit Licence 240687 This information has been prepared without taking account of your objectives financial situation or needs. Because of this you should before acting on this information consider its appropriateness having regard to your objectives financial situation and needs.