| | Your Investment Portfolio
[ Newsletters ] [ Web Portfolio ] This is available to clients of Creating Wealth that are paying for "on-going service", refer to the Service Levels below.
Click here to view your portfolio
To view an example portfolio enter for username: client, for password: password.
Prices and investments buys and sells are updated weekly, available after 6:30am on Tuesday's.
Please Note: It is very important that if you do look at your portfolios regularly that you remember:
- markets do go up and down on a daily basis
- what your investment time horizon is
- your risk/return profile
- "investing is like growing trees, you do not keep pulling them out of the ground to check the roots".
This is a secure web site, your password and username are 128 bit encrypted for your security.  On-Going Service OPTIONS
The services provided are:
Level 1 | · Transactional only advice.
· Requests for information charged at an hourly rate. | Hourly consultation rate $165 | Level 2 | · Annual summary of portfolio including valuation, performance and asset allocation.
· Newsletter e-mailed quarterly.
· Relevant financial news updates – e-mailed.
· Communication by e-mail up to 3 hours per year. * | $24.75 per month | Level 3 | · Annual reporting of investment portfolio including valuation, performance, asset allocation and recommended portfolio changes.
· Annual review meeting.
· Quarterly Newsletter posted.
· Relevant financial news updates – e-mailed.
· Up to 5 hours access to an adviser per year. * | $39.25 per month | Level 4 Gold Level | · Six-monthly reporting of investment portfolio including valuation, performance, asset allocation, full transactional summary and recommended portfolio changes.
· Annual review meeting.
· Six monthly asset allocation re-balancing, if required.
· Confidential access to view your investment portfolio, at any time, from our web site.
· Annual Taxation summary.
· Quarterly Newsletter posted.
· Relevant financial news updates – e-mailed.
· Liaison with accountant and lawyer where necessary.
· Preferential access to new investment opportunities.
· Invitations to special events such as presentations by international speakers, or special workshops (eg. Family Trusts) at no, or discounted cost.
· Up to 10 hours access to an adviser per year. * | $67.50 per month | Level 5 Platinum Level | · Quarterly reporting of investment portfolio including valuation, performance, asset allocation and full transactional summary and recommended portfolio changes.
· Six monthly review meeting.
· Six monthly asset allocation re-balancing, if required.
· Confidential access to view your investment portfolio, at any time, from our web site.
· Annual Taxation summary.
· Quarterly newsletter posted.
· Relevant financial news updates – e-mailed.
· Liaison with accountant and lawyer where necessary.
· Preferential access to new investment opportunities.
· Invitations to special events such as presentations by international speakers, or special workshops (eg. Family Trusts) at no, or discounted cost.
· Up to 15 hours access to an adviser per year. * | $121.75 per month |
* Any additional time charged as per the “Summary of Services and Costs” schedule.
(1) No discounts are given if paid annually.
(2) Payments are made by direct debit.
(3) The “on-going service” fee is tax deductible.
(4) All fees are GST inclusive.
(5) 128 bit secure encrypted password and your user name. Very few financial planning companies are offering their clients the ability to view their portfolios from their web site. |
