Keeping in Touch
At Wellinvest, we believe it is imperative to keep in regular contact with our clients. As our client, you benefit from a range of communications, periodicals and publications.
Regular Newsletters and Reports
You benefit from regular NewsLetters, periodic reports and portfolio statements, designed to keep you abreast of economic and market trends, legislative changes, product developments and other relevant issues.
The Financial Focus
As part of our Financial Focus publication, we produce articles throughout the year, providing you with useful information and tips, including our views on current market movements or events effecting your strategy.
Email Updates
We also send out regular updates via email to those subscribed to this service. We include useful, up to date information which may be relevant to your current investment portfolio. You can request this service here.
"I just received my Portfolio Summary..."
Each year, we send you an up to date Portfolio Summary. There are two perhaps equally important reasons why we do this;
To give you an up to date summary of your Investment and Insurance Plans.
To give you the opportunity to review your total Financial Security Strategy.
But do you have a financial strategy?
Do you have a Plan that will clear your debts as efficiently as possible? Do you know precisely how much capital and income you would need to be financially independent? Would your plans complete if you were to die prematurely or be disabled for a prolonged period?
The plans you have in force go part of the way to achieving these objectives.
But what of the other parts?
Whilst financial planning doesn’t have to be rocket science, it does need to be a definite plan with no loose ends. It’s what we do at Wellings & Associates, and we can do it for you. Just ask us.
“Every great journey starts with just one step.”
