Client Benefits

We also provide our clients with ongoing services such as:

  • regular reviews and/or portfolio valuations;
  • free, topical financial newsletter;
  • invitations to free, informative seminars; and
  • referrals to our professional partners who provide accounting / solicitor / mortgage broking services.

Regular reviews

As 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. Your Lifetime Financial Adviser 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 newsletter

Keeping 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 subscribe to our newsletter, click here or download a copy of the latest edition now.

Seminars

We also conduct regular seminars on a range of financial topics. The seminars are a great way to bring together clients who share similar financial goals and challenges to provide you with useful financial strategies and tailored information. To find out when our next seminar is being held, please contact us.

Professional partnerships

To 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, via referral arrangements, we can provide you with the best service and quality advice.

Some services available via our referral arrangements are:

  • Property purchases;
  • Refinancing and debt consolidation;
  • Accountancy services; and
  • Solicitor services.

For more information speak to Lifetime Financial Advisers.