For those who have a more complex requirement and need a more tailored solution and Premium Diamond service that caters for those who have more complex investment and portfolio needs – for example, those needing strategic business advice or advice on self-managed superannuation.
Your strategies may include different entities and tax structures such as an SMSF. Your financial strategies will be holistic and cover advice areas from the simple to the complex.
We can liaise with your accountant and solicitor to ensure all of your professional partnerships are working together. It includes more frequent strategy review meetings and access to your WW Adviser whenever required.
It would apply to those wanting priority access to their WW Team with medium to high level strategies and structures.
You require a sophisticated and proactive service in managing your financial and lifestyle strategies. You will be at the forefront if we think you may benefit from strategic or adhoc investment opportunities.
This is a comprehensive package for those who require more detailed advice. It provides strategic financial solutions, modelling options and gap analysis; as well as ongoing support through regular reviews and access to your WW Adviser when significant personal events arises.
You require a sophisticated and proactive service in managing your financial and lifestyle strategies.
As part of our strategic reviews, we will also look to optimise your financial planning and investment opportunities.
|Service Package||Premium Gold||Progressive Gold|
|Clearly articulate your needs, goals and wants|
– Detailing and understanding your financial goals.
– Assessing the best strategies for you to achieve these goals.
Full Financial Health Check
|Personalised advice and financial road map so you can establish a realistic wealth accumulation plan to achieve financial growth and meet your longer term financial goals.|
|Advice on appropriate type and level of insurance cover|
|Explain effective insurance structure – personal cash flow or via super|
|Recommend tax effective insurance, in terms of both cost and claim|
|Consider product costs and benefits to your unique situation|
|Detailed review of existing superannuation portfolios|