Additional client benefits We also provide our clients with ongoing services such as: regular reviews and/or portfolio valuations; free, topical financial newsletter; invitations to free, informative seminars; and referrals to our professional partners who provide accounting or solicitor services.
Regular reviews As you travel along life’s journey your financial situation will inevitably change - you may get a pay-rise, buy a house, change your marital status, welcome a new child, or transition to part time employment. This is why regular reviews of your financial plan and/or investment portfolio are so important. After all, your financial plan is the key to your financial security and as such needs to be fine-tuned to accommodate changing circumstances and requirements. Your John Keen & Associates adviser will be there with you every step of the way to ensure that your plan is kept up to date and reflects where you are in life. Free quarterly newsletter Keeping you up to date with the latest news and changes in legislation is a priority for us. This is why we’ve designed a newsletter exclusively for you, our clients. Our quarterly newsletter 'Connect’ gives you a snapshot of the financial market, and covers a range of other topical financial and lifestyle information. To subscribe to our newsletter, fill out the below form or download a copy of the latest edition now. Professional partnerships To ensure that we can meet every aspect of your financial needs, we have teamed up with a number of professionals who can offer you advice and, via referral arrangements, we can provide you with the best service and quality advice. For more information speak to your John Keen & Associates adviser. John Keen T/As John Keen & Associates, ABN 19 507 968 449, is an Authorised Representative of Consultum Financial Advisers Pty Ltd.
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