Most people do not have the expertise, time or the necessary objectivity to review their own financial situation and make the right decisions.
Ongoing reviews are important so that your financial strategy remains on track and your short, medium and long term goals and objectives will be met.
We offer a 'fee for service' model and are able to provide a range of ongoing service packages.
There are a range of services we can offer you, depending on your needs and circumstances. The cost of our ongoing service will depend on the level of service required. The types of services we provide to members are described below.
Comprehensive reviews are offered on a regular basis and you can choose these to be face-to-face meetings or some via telephone option. Reviews are integral to ensure your financial strategy remains on track regardless of changes in your circumstances, the investment markets and regulatory changes. At the review, we can provide assistance regarding your investment portfolio, relevant tax issues, Centrelink, insurance, estate planning and any other issues that may be important to you. Any advice that requires consideration of your personal circumstances may require a written Statement of Advice.
Regular investment reports
Investment reports provide important information including asset allocation, investment performance, fees charged, contributions made, payments made, etc. We'll also send you emails with updates on the financial markets and other areas of relevance.
Access to your financial planner
An important feature of our ongoing service is the ability to phone, write or email your financial planner when required to discuss issues or ask for advice.
Comprehensive written advice
From time to time, you'll require comprehensive written advice regarding your financial strategy. This will be done as part of our ongoing service to you. You may also require advice regarding other issues that arise, such as an inheritance or a change in employment. We're able to provide advice on many of these issues as part of your ongoing service.
Ongoing administrative assistance
As part of our ongoing service, you'll also receive full access to our client administration service for a wide variety of assistance regarding your investments.
We encourage you to speak with us so we can discuss your individual circumstances and determine what type of ongoing service is appropriate for you.
Our financial planners and superannuation professionals are representatives and employees of BankVic, they do not receive commission. We recommend you read our Financial Services Guide (PDF) for further information about how our financial planning services contribute to the income of BankVic. This advice has been prepared without taking account of your objectives, financial situation or needs. Because of this, before acting on the advice, you should consider whether the advice is appropriate for you. Before you make any decision to acquire any product or service, you should obtain and consider the relevant Product Disclosure Statement available from a BankVic branch or by calling 13 63 73. BankVic acts as an agent for a range of life insurance product issuers. Our financial planners are members of the Financial Planning Association of Australia and our superannuation professional is a member of the Association of Superannuation Funds of Australia. ™Superfuture is the exclusive registered trademark of BankVic, Registered Trademark 831100.