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It is important to regularly review your financial structure and investments to ensure our recommendations continue to meet your needs.
We offer ongoing advice, investment management and reporting called the ‘Apex Portfolio Service’.
Basic Apex Portfolio Service
As a member of the Basic Apex Portfolio Service, we provide the following services:
- Monitoring and review of all portfolio contributions (e.g. employer super payments).
- Provide you with updated Lonsec Research reports for your investments (as and when ratings change).
- Provide you with a Portfolio Report on a semi-annual basis.
- Co-ordinate the updating of your account details with third-party financial institutions (if applicable).
- Provide you with a copy of our e-mail newsletter on a monthly basis.
Standard Apex Portfolio Service As a member of the Standard Apex Portfolio Service you will receive all of the services included in the Basic Apex Portfolio Service, with the additional services.
- Ongoing management of your portfolio (including recommending portfolio changes as necessary).
- ‘Ad-hoc’ financial advice as requested by you from time-to-time without additional charge.
- Inform you promptly of any legislative changes that may impact you.
- Provide you with a Portfolio Report on a quarterly basis.
- Invite you to all client seminars and/or client functions.
- Provide you with a copy of Capstone’s Informed Investor publication on a quarterly basis.
- Annual Strategy Review Meeting.
Our Annual Strategy Review Meeting provides an opportunity for us to check whether your strategy is still on track and aligned with your goals and objectives. It also provides an opportunity to review your financial position compared to forecast.
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