Peace of Mind Guarantee

We guarantee to do the following:  

• Always put our client’s interests ahead of our own interests.

• Spend time getting to know you, listening to what your needs and goals are and developing a Statement of Advice tailored to your specific needs.

• Ensure your Statement of Advice is a holistic document that confirms your current financial position, discusses your risk profile and attitude to risk, states your financial and lifestyle goals, lists and comments on your issues and opportunities and recommends fully computer modelled strategies. You will also receive investment product recommendations, cash flows, tax calculations and investment projections

• Recommend investments that are in your interests and relative to your appetite for risk and therefore match your personal circumstances.

• List clearly in the Statement of Advice all the fees that are paid by you to service providers and to advise you of any other income we may receive as a result of you being a client of our firm.

• After we have received your written authority to proceed we will implement your plan (SOA) professionally, efficiently and with minimum fuss, in line with our mutual agreement.

• Continue to offer you an ongoing review service at a level agreed to, by you and us.

• However, when from time to time we are required to use technical terms in our discussions with you we will do our best to explain them to you.

• Ensure your personal and financial details remain confidential within our office, and give you our word that we will not pass your details onto any other service provider without your permission.

Our commitment to you is, that we look after you and your financial investments in line with our agreed service commitment.

Signed by:

Date:

On behalf of Lifewealth Pty Ltd (ABN 79 100 448 182)
Australian Financial Services Licensee 279615
Level 4, 423 Bourke Street, Melbourne 3000