Now you can enjoy complete control while resting easy knowing your entire financial house is in order. This is what we had in mind when we designed the JFP- iC Service Program. The term iC simply stands for Integrated Control – the essential component in fully managing all your financial assets and circumstances.
For a fixed annual fee, your entire financial situation is reviewed three times a year against five critical reporting benchmarks. This enables you to do the things more important to you, while we assist in navigating your future financial pathway. This involves working closely with our subject matter experts to ensure everything is being comprehensively addressed and implemented accurately This all-encompassing specially tailored service also aligns with the JFP-SMSF Service Program. For more information on creating a Self Managed Super Fund ask our team today. Also included in this service is access to your own secure real-time management and reporting portal. This allows you to review your direct shares, property, term deposits, investment holdings and asset allocations at your leisure. It also allows you to house your important hard to find documents such as: insurance policies, wills, marriage certificates and trust deeds.