The Financial Planning Process

Ongoing progress and review service

Mackenzie Financial Planning has built a reputation for trust and integrity by providing a dedicated personal service to our clients. We combine this personal service with a forward looking approach to each client's financial planning objectives.

As part of our commitment to quality and service, we want to ensure all our clients are helped whenever circumstances change.

By providing additional services such as our review service, we aim to maintain regular contact, which ensures you benefit from the support and comfort of a regular financial review. This helps to ensure that strategies and plans are reviewed regularly. Many of our clients both private and corporate opt for the review service and access to their financial planning consultant in between.

We offer a number of different client care options, entitling you to services such as:

• Totally proactive financial planning service
• Regular review meetings
• Regular printed valuations of your investments, pensions and other arrangements
• Contact with you following any legislation or taxation changes which may
affect your financial planning
• Telephone helpline
• Processing correspondence and documentation from providers
• Newsletters and reports

Alternatively, some clients prefer to opt for our 'select care' service, where one off assignments and financial reviews take place on an ad hoc basis.

Please contact us for more details regarding our review and progress service.

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