private client services
Establishing a sound financial strategy is a major step toward making the right choices to secure the rewarding lifestyle that you wish to lead. However, true security comes with the knowledge that, as the world around you changes, your strategy also needs to evolve – not simply to address those changes, but to benefit from them wherever possible. In this way, your financial strategy becomes a dynamic programme that continually helps you make the right choices to achieve your goals.
Through our ongoing private client service, your ipac advisory team can help you approach your future with confidence. Supported by your own private client adviser, you will be in control of your finances. In addition to professional standards experts, the team is supported by technical, strategic and investment specialists.
services
Your adviser will develop an in-depth understanding of you and your situation, and through the support of our technical team, will alert you to emerging opportunities and how to mitigate changes which impact your situation. We provide the following services:
- cash flow management
- debt management
- estate planning
- insurance protection
- investment strategy
- ownership structures
- remuneration planning
- retirement strategies
- tax strategies
- added expat services (advice on eligibility for government benefits, managing capital gains tax, superannuation and residency status)
staying in the loop
As our client, we will schedule an initial review meeting to ensure that the strategy we jointly agreed upon has been properly implemented. Thereafter we will organise meetings as required to meet your needs. In addition, you can look forward to:
- annual planning conference: to review your entire financial position, objectives and strategy and update your financial plan accordingly
- client events: we organise special events during the course of the year for you
- newsletters and interpretation of market events to keep you updated and stay in touch
your role in ensuring you stay on track
To ensure your portfolio performs smoothly, we ask that you let your adviser know about any changes to your financial or personal circumstances and the extent to which these changes affect you. This will enable your adviser to make recommendations to adjust your plan or help you take advantage of any opportunities these changes open up for you.
With the safeguard of a personal adviser, you will enjoy these benefits:
- ongoing, confidential advice to help you make the right choices
- achievement of your goals
- less time worrying about your finances
- more time enjoying the rewarding lifestyle your financial strategy is designed to deliver