REQUEST MORE INFORMATION ON RETIREMENT INVESTMENT ADVICE
There is no fee or obligation to talk with us to help you get the correct retirement investment advice and decide whether we are right for you.
Simply call on 02 9929 5125. Or email us with any questions you may have at question@InvestAstute.com.au
Alternatively, click below to leave your phone number and a time you would like us to ring you.
Our Investment Advice Service is our core service and the one most commonly selected by our clients.
- We will provide you with a detailed written recommendation report based on your circumstances, objectives and requirements. It will cover all aspects of your investments including the specific investments we consider best suit your needs. If required, it will include a review and recommendations concerning your overall financial plan.
- Once you are satisfied with the recommendations and have approved them, we implement the recommendations and place all the required investments on your behalf.
- All investments will be owned by you or your other entities like a trust, company or self-managed superannuation fund (SMSF).
- We then monitor the performance of all the investments in your portfolio and provide a regular review report. We advise you of any changes needed to maintain your portfolio in optimal condition.
- Under this service we may recommend changes at any time, not necessarily waiting for the time of your next review report.
- This is what is called a non-discretionary service. This means you must approve in writing any changes we recommend for your portfolio before those changes are implemented.