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Shortlandco Wealth Management

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Shortlandco Wealth Management

Profile:

Personal Protection
Life Insurance
Trauma Insurance
Income Protection
Wealth Creation
Retirement Planning: Pre and Post
Estate Planning
Investment Advice

Overview:

ShortlandCo Wealth Management is a growing boutique financial services practice located in Alice Springs. It was created as we saw a strong and growing need for quality advice with a regular ongoing review service in Alice Springs and the Northern Territory in general.

With 8 years experience in the Financial Planning Industry, Harris believes that many businesses focus a high percentage of their time finding new clients and less or no time in servicing those clients once the initial plan has been implemented.

At ShortlandCo Wealth Management we believe that by providing good quality ongoing service many clients are comfortable in referring their family and friends to our practice. Balanced with a dedicated ongoing review service, the staff of ShortlandCo Wealth ManagementF ensure client’s financial plans are on track to meet their changing needs and objectives.

We charge an initial consultation fee of $110.00 and this is designed to discuss the prospective client’s financial plan requirements.

We will charge a fee for the preparation of a Statement of Advice. This fee varies from $660.00 - $4,500.00 and is dependant upon the complexity and the time required to deliver the highest standard of advice.

We are committed to act in the best interest of our clients and are passionate in our endeavour to provide excellent customer service. Our aim is to be proactive and deliver above client expectations.

Our clients include:

   Professionals
   Mums and Dads
   Companies
   Small to Medium Enterprise Owners
   Retirees
   Executives
   Self Managed Super Funds and Family Trusts

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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