Personal Review Service – changing with you

Life doesn’t just stay the same.  You might change jobs, the kids move from primary to secondary school, hopefully your mortgage is decreasing or you maybe considering transitioning to retirement. 

Q Invest’s Personal Review Service is designed to help you manage the changes in your life through the active control of your financial situation.  We help you to stay in control when there are changes in legislation, financial markets or your personal circumstances.

The Personal Review Service includes:

• an annual review with your Adviser to ensure you remain on track.
• proactive contact from your Personal Review Service team.
• prompt access to the professional team that work closely with your Adviser.
• regular communication including newsletters and seminars to keep you informed about topics such as the investment markets, legislative changes, strategies and products and what’s happening at Q Invest.
• a Personal Review Service folder to introduce your Q Invest advice team, the team’s contact details and a safe place for your latest Statement of Advice and other important documents.

More than just a service, this system of regular financial review ensures that you maintain control of your financial situation and that your goals become reality.