The Harris Fraser OnGoing Care Service is committed to keeping you in control and even ahead of changes.
Changes in:

• Your financial circumstances

• Your plans for the future – lifestyle, family, and relationships

• Local and global economic environment

• Local and global  investment market trends

• Your investment portfolio

By utilizing the Harris Fraser OnGoing Care Service any alterations in your financial affairs, that need to be made as a result of the changes mentioned, can be conducted smoothly and in a timely manner.

How the OnGoing Care Service works for you

Once you have reviewed with your advisor the level of service you will require – you can join The Harris Fraser OnGoing Care Service and receive the following benefits:

Regular Investment Portfolio Reports

At regular intervals you will receive an investment statement, checked by your advisor, which will show you an updated value of your investments.

Investment Monitoring

Our in house research specialist monitors both local and global investment markets as well as economic trends and will notify your advisor as to which investments may need your attention.

New Investment Opportunities, Strategies and Services

The Harris Fraser Group is constantly evaluating and looking for new investment opportunities to meet your requirements. New investment strategies are continuously being developed to improve and maintain your financial returns. Services that provide that both compliment and provide support to your financial situation will also be on offer to meet your needs.

OnGoing Access to Your Advisor

Having joined the Harris Fraser OnGoing Care Service you will have the continued support and counsel of your advisor. Your portfolio can be fine –tuned to ensure that it continues adjust to changes in the investment markets and economic conditions as well as your personal circumstances.

Tax, Legal, Trust and Offshore Services

The Harris Fraser Group has both in-house competence and strategic relationships with other professionals and financial institutions - to meet the needs of clients in such areas as tax, estate planning, trust and offshore services.

Special Client Seminars and Functions

You will be invited to dedicated client seminars and functions designed to keep you informed of the latest investment market trends and economic
environment. You will discover how to take advantage of these trends and environment to the benefit of your financial situation and your investments.

Who can Benefit from Joining the Harris Fraser OnGoing Care Service

The Harris Fraser OnGoing Care service will provide you with opportunities and a variety of investment choices, as well as financial control and security.
This service is best suited if you are:

• Actively building wealth for the future.

• Looking for ways to invest a lump sum of money.

• An employer needing advice on superannuation and medical insurance for management and staff.

• A small business owner wanting to make their money work harder.

• Approaching retirement and want to ensure your retirement funds are invested wisely and will last through your retirement.

• Already retired and want your financial affairs managed to achieve a more comfortable lifestyle.

• Too busy to manage their own financial affairs and want the assistance of a professional dedicated team.

Learn more about how you can enjoy the benefits of greater financial control and security through the Harris Fraser OnGoing Care service – make an appointment with your Harris Fraser financial advisor to discuss your options.