Additional client benefits We also provide our clients with ongoing services such as (click through to jump to page marker): - regular reviews and/or portfolio valuations;
- free, topical financial newsletter;
- referrals to our professional partners
Regular reviewsAs you travel along life’s journey your financial situation will inevitably change - you may get a pay-rise, buy a house, change your marital status, welcome a new child, or transition to part time employment. This is why regular reviews of your financial plan and/or investment portfolio are so important. After all, your financial plan is the key to your financial security and as such needs to be fine-tuned to accommodate changing circumstances and requirements. Mark will be there with you every step of the way to ensure that your plan is kept up to date and reflects where you are in life. Free quarterly newsletterKeeping you up to date with the latest news and changes in legislation is a priority for us. This is why we’ve designed a newsletter exclusively for you, our clients. Our quarterly newsletter 'Connect' gives you a snapshot of the financial market, and covers a range of other topical financial and lifestyle information. To download a copy of the latest edition of 'Connect', click here. Professional partnershipsTo ensure that we can meet every aspect of your financial needs, we have teamed up with a number of professionals who can offer you advice and assist us in ensuring that we’re providing you with the best service and quality advice. Services available via our referral arrangements are : - Accountancy Services
- Mortgage Services
For more information speak to Mark.
Mark O'Connell & Associates Pty Ltd, ABN 96 050 539 752, is an Authorised Representative of Consultum Financial Advisers Pty Ltd.
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