Reviews and service packages

At PC Planning, we believe very strongly in the need to provide our clients with ongoing service.

You may not have the time or resources to regularly review your own financial situation. But your investment portfolio needs to be adjusted from time to time, as your circumstances and the regulatory environment change. For example, rules applying to your investments may alter and new legislation may be beneficial to you. Or new products may be introduced that are more suitable for your circumstances.

Changes like these should be assessed on an ongoing basis to improve your financial situation and increase the likelihood of you meeting your needs and objectives.

We can provide a comprehensive and efficient ongoing advice and review service to help ensure you continue to meet your financial goals. PC Planning are currently transitioning to a 'fee for service' model.

Following is a summary of our ongoing service packages:

Basic

This service level will provide for general administration of your investment fund by Police Credit.  Investment statements provided at least annually.

Advanced

This service level will provide for the general administration of your investment fund by Police Credit and for: Two meetings per year to review your portfolio and financial circumstances which includes one face to face meeting Half-yearly rebalancing of your portfolio to benchmark asset allocations Advice and facilitation of any changes to Fund Manager selections Quarterly newsletter Offer to attend at least one seminar per annum. This invitation is extended to family members. Investment statements provided at least, twice annually Direct access to your adviser Quarterly contact from your adviser

Professional

This service level will provide for general administration of your investment fund by Police Credit as well as: Three meetings per year to review your portfolio and financial circumstances which includes one face to face meeting Advice and facilitation of any changes to Fund Manager selections Weekly economic and market email Quarterly newsletter Offer to attend at least two seminars per annum. The invitation is extended to family members Investment statements provided at least twice annually Direct access to your adviser Bi-Monthly contact from your adviser

Premium

This service level will provide for general administration of your investment fund by Police Credit as well as: Quarterly meetings to review your portfolio and financial circumstances which include two face to face meetings Advice and facilitation of any changes to Fund Manager selections Quarterly newsletter Offer to attend at least four seminars per annum. This invitation is extended to family members Once a year access to our Estate Planning and Taxation service supplied by State Trustees PC Planning annual function Investment statements provided at least, twice annually Direct access to your adviser Monthly contact from your adviser Structural changes requiring a Statement of Additional Advice are provided free of charge (waiving the usual $220.00 per hour charge)

Not dealt with PC Planning or Police Credit before?

Are you looking for assistance but don't think you have sufficient funds to see a financial planner? We will help to open your accounts and assist you in understanding the full range of PC Planning services that are available. When you open your Police Credit account via PC Planning the usual initial consultation fee that applies when speaking with one of our Financial Planners will not be applied.

Call PC Planning on 13 63 73, press 5 or email pcplanning@policecredit.com.au