Our process for helping you invest responsibly, in a way that is right for you, follows these steps:
Free Initial Discussion
Via phone call, Zoom or face to face
Agree Initial Service
Choose advice or information only
Determine responsible investment & risk tolerance preferences
Including recommended Responsible Investment option
Application completed & investment set-up
Monitor & Review
Review offered annually, or at your request
* Does not apply for Information Only service
This is provided as a written plan and includes a responsible investment portfolio recommendation, based on an understanding of your:
Responsible and Ethical Investment preferences
investment risk tolerance
The plan includes investment projections showing expected values and, depending on your needs, may also show the effect of contributions and/or withdrawal of funds.
One-off Fee: $250 to $500 (incl GST)
* An Information Only service is also available for investors who don't require advice - One-off Fee: Nil
We will assist you in completing all requirements for the investment application.
Ongoing Monitoring & Review
We provide this service by:
providing six-monthly investment reports
These reports provide comprehensive updates on your portfolio value, returns, holdings and transactions.
offering an annual review
Reviewing your investment periodically is important as it provides the opportunity to see if it is continuing to meet your needs, which are likely to change over time.
being available at other times as required
You are able to contact Jonathan at any time if your circumstances change, you wish to make or alter transactions, or if you have any questions about your investment.
Ongoing Monitoring & Review Fee: 0.92% (GST included) of funds under management, decreasing with larger portfolios.
All fees are agreed and documented in advance.