Financial Planning
Depending on your requirements Tasmanian Perpetual Trustees can provide different levels of service, from advice on a particular product to the preparation of a comprehensive Statement of Advice. Your adviser will explain the available levels of service and the associated fee options to enable you to decide the type of service you require. It is recommended that a review of your financial situation be undertaken at least every twelve months. Your advisor will charge a fee for undertaking the review. The amount of the fee will be agreed with you and will depend on the complexity of the review and the amount of time spent preparing the review. Tasmanian Perpetual Trustees Limited is a Tasmanian based supplier of financial products and services. Tasmanian Perpetual Trustees Limited is a Trustee Company authorised under the Trustee Companies Act 1953. As an Australian Financial Services Licensee under the Corporations Act 2001 Tasmanian Perpetual Trustees is authorised to initiate and advise you on a range of financial products and services. You should also obtain a Financial Services Guide and consider it before making a decision to acquire or continue to hold any of these products. Contact Tasmanian Perpetual Trustees now and ask to speak to one of our experienced Financial Planners.
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