ServicesOur Service philosophy helps you achieve your financial well-being.
Throughlife Financial Solutions prefers to engage with clients seeking long-term relationships and as such does not engage in the one-off provision of advice.
All potential clients will receive a complimentary analysis of their existing financial position from which a detailed summary of potential strategies, services and estimated costs will be provided.
This initial process may be held over multiple meetings to ensure that all new clients have a clear understanding of the proposed relationship prior to any costs being incurred.
Once a client has confirmed that they wish to proceed, we will provide a comprehensive Statement of Advice that details all the proposed strategies, recommendations and outcomes. Upon receipt of the client’s authorisation to proceed with the advice our team will implement all recommendations and our ongoing service relationship will commence.
Each of our services are offered initially and on an ongoing basis as part of our complete financial review process. Throughout your life the importance of each of these services will change in line with your goals, financial position and lifestyle needs.
We provide Initial and Ongoing Services on the below areas:
- Asset and Liability Analysis
- Wealth Creation and Retirement Planning Advice and Management
- Portfolio Management
- Superannuation Account Administration
- Superannuation Contribution Strategies
- Life Insurance Management
- Taxation Review and Planning
- Centrelink Entitlements Analysis and Management
- Estate Planning