LYFORDS Client Service Levels

Level 1

         Transactional only advice.
         Requests for information charged at an hourly rate.

Hourly consultation rate $200

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 Costsť 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.