ONGOING ADVICE

Not all clients want to engage us on an ongoing basis (though most do). At the conclusion of the initial service phase, we will discuss with you the way forward, including the level of service you require, and the benefits of having an ongoing relationship with us. The cost of that service, and what you can expect to receive are presented to you in an easy to understand format so that there can be no confusion as to what you are paying and what you are getting.

Types of services provided in the ongoing Service phase could include

  • Regular review of your investment portfolio
  • Tracking of your progress towards achieving your dreams
  • Review of your insurances including coverage, providers and premiums
  • One-off ad-hoc advice at no additional cost

Access to our advice team on an ongoing basis

Unlike many advisers we don not charge a fee based on investments for our ongoing services. The fee is a fixed fee, agreed with you in advance, and renewed each year. We pride ourselves on the level of transparency and clarity we bring to our fee setting process

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Paul is your personal advisor and wants to share some of his insights after 40 years in financial planning with you.
Read some of our thoughts on finance, business and personal growth here.

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WHAT HAPPENS WHEN YOU WORK WITH INNOVUS

INITIAL ENQUIRY

Send us an email and one of our team will be in touch to introduce ourselves and to find out how we can best help you.

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GETTING TO
KNOW YOU

Let’s sit down and have a coffee and talk about what you want to achieve and how we can help.

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FILLING THE GAPS

Time to get serious and collect some hard data so we can get to work

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IT'S SHOWTIME!

Now it’s time to show you what we have done and to explain how our recommendations will work for you

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WELCOME TO
THE FAMILY

Now that’s a wrap! You are officially part of the Innovus family. We need to decide on ongoing services, so the party ain’t over yet!

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