Sinclair Wilson    |    Investment Services Pty. Ltd.   -   Costs & Services

Your finances. Your future. Our job.

Retirement and lifestyle planning, superannuation, portfolio review and maintenance, wealth creation and wealth protection, dealing with Centrelink and other government organisations all can be complex and costly to implement and maintain.

At Sinclair & Wilson Investment Services we place service above all else. We offer services to meet the full range of our clients needs and flexible fee-for-service based payment methods that are clear, transparent and easy to understand.

Our professional and dedicated team have a logical and clearly defined approach to the financial planning process, this can be broken down into three specific stages:

• Strategy Development
• Information gathering
• Goal establishment
• Identification and analysis of financial issues
• Strategy development
• Presentation and discussion of outcomes
• The provision of individually tailored and customised financial plans
• Strategy and investment implementation
• Investment application
• Assistance with completion of associated paperwork
• Liaising with product providers and brokers
• Updating and maintaining records
• Private Client Services
• Ongoing review of your lifestyle objectives
• Regular review of your investment portfolios
• Ongoing service and administrative assistance

Centrelink - Take the worry out of dealing with Centrelink
Review - Stay in step with the everchanging world of investment
Full Service - You've worked hard to make your money. Now let us make it work hard for you
Premier Service - High net worth = complete service & maintenance

We appreciate it is not always convenient to pay out of pocket for these services so we offer various flexible payment options, your financial planner will gladly provide you with further information regarding the full range of our services and costs.