ONE CLIENT SERVICE PACKAGE
What Do You Get?
What separates our package from our peers is our full service approach specifically designed to meet your needs. We take a total financial advisory business approach so you not only get degree qualified taxation and financial planning specialists, but also a highly skilled team of business adviser strategists, risk managers and banking services. This is achieved through the Alliance between Advantage One and various banks.
Our ONE full service approach includes accounting and taxation, financial planning, investments, superannuation, succession planning, estate planning, risk management and insurance. This 3 in ONE (Financial Planning, Taxation and Banking) service offering will allow us to achieve a totally integrated result for your business and family unit.
ONE advantage is our one person contact that ensures we will always be there to work with you and provide the very best strategy and advice.
The services are provided for an agreed fee, determined after we have a complete understanding of the scope of the services and advice you require.
The following is an outline of our ONE Private Client Services:
General | Personal Financial Planning | Taxation Services | Banking Services |
Briefings and meetings | Living & Lifestyle Timeline Analysis | Corporate & Family Structures | Business Banking Facility |
Minutes/action points | Wealth Management Strategies | Accounting & Taxation | Personal Banking Facility |
Client presentations | Risk Management | Succession Planning | Credit Cards |
Colour laser reports, easily understood | Retirement Planning | SMSF Administration | Business Lending |
Disbursements (eg faxes, 'phone calls, emails etc) | Superannuation Planning | Business Mentoring | Personal Lending |
Project management, ie co-ord. of range of services | Estate Planning | Valuations | Home Loans |
Investment Research (if required) | Corporate Executive Services | Budget & Cash Flow Management | Treasury |
Strategy development and execution | Self Managed Super Services & Strategy | 'Your Advantage' Health Check | Equipment Finance |
Report presentation | | | Trade Finance |
Client education and counselling | | | Debtor Finance |
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