Our Services > Areas Of Service
Wealthcorp Service Packages
Each Wealthcorp Service Package is tailored specifically to provide you with the optimum level of service for your particular personal and financial circumstances.
A portfolio review service is incorporated in all of the packages, except for Wealthcorp - On Track. We do not subscribe to the "one size fits all" approach because you are unique and require a tailored suite of services.
We offer the following five Wealthcorp Service Packages:
- Wealthcorp - Priority
- Wealthcorp - Plus
- Wealthcorp
- Wealthcorp - Basic
- Wealthcorp - On Track
We will advise on which Wealthcorp Service Package is most appropriate for you.
Please note that with our Wealthcorp Service Packages all investment trail brokerage is rebated on any funds invested through Wealthcorp.
Statement Of Advice
We recognise that you have a unique set of financial circumstances and as such you require a level of strategic advice that meets your particular needs.
Therefore, we produce three levels of strategic advice, each priced accordingly:
- A single strategy Statement of Advice.
- A comprehensive strategy Statement of Advice incorporating two or more strategies.
- A complex strategy Statement of Advice incorporating multiple strategies covering a number of financial structures.
Before commencement, Wealthcorp will determine the level of strategic advice that is appropriate to your particular circumstances and quote a fixed fee for the particular Statement of Advice that is to be prepared for you.