Three meeting process. One focus – delivery.
With the JFP iC Service Program your entire financial situation is reviewed three times a year against five critical reporting benchmarks. We call this the ‘JFP-iC Service Program Three Meeting Process’. This is your assurance that all key deliverables are on track to be met. Areas covered include:
Asset Monitoring & Cash Flow Management
This includes the provision of updated ‘Position Reports’ covering investment properties, rental valuations and tracking against your goals.
This involves accurately reviewing your income position to prepare you to lodge your tax return, without delay or penalty.
Reviewing all your estate planning wishes including Wills and Power of Attorney arrangements. A detailed ‘Estate Checklist ’clearly identifies the flow of all your assets.
View the JFP-iC Three Meeting Process diagram.
The annual fixed fee for the JFP-iC Service Program covers all the processes and reporting needed to ensure our promised ten deliverables are met. It is also tax deductible and it is not linked to your portfolio asset value. JFP also receives no commissions under the JFP-iC Service Program.