Ongoing Service Program

Ongoing service program

Once you’ve received comprehensive advice and have a financial plan in place it’s important to maintain your plan and adjust it for changes to your life and legislation. Our Ongoing Service Program is a cost-effective way to keep your financial plan up to date and on track.

The program is designed to help you achieve your goals by reviewing your financial plan each year so you can take control of your complete financial situation. Your dedicated financial planner will work with you to review your situation annually, update your plan, implement any changes that need to be made and help you keep it on track throughout the year and over the years.

Enjoy the peace of mind that comes with having a dedicated advice team available to support you throughout the year, especially when legislative or share market changes occur, or if your financial situation or goals change.

EISS Super’s Ongoing Service Program includes:
  • An annual comprehensive review of your financial plan and investments, including updated personalised advice
  • Access to our advice team, including other financial planners and administrative support
  • Working with you during the year to track the achievements of your financial strategies against your goals and objectives
  • Management of any transactions or changes you require during the year
  • Access to your own secure advice portal so you can view and update your personal and financial information, and access advice documents
  • Personalised advice in response to legislative or other industry changes that may affect you
  • Access to new advice offers that may suit your needs
  • Monthly market updates, and quarterly newsletters so you stay informed.

The Ongoing Service Program provides peace of mind that we’re here to support you all year with additional advice and service at no further cost.

If you’d like to find out more about our Ongoing Service Program, or get a better understanding of how comprehensive advice can help you, call us on 02 9046 1920 or click on the button below to make an appointment.

Speak to us today

EISS Super financial planners are available for:

  • phone discussions at a confirmed time
  • meetings by video conference
  • meetings at one of our EISS Super locations.

Book an appointment