Once the Financial Structure report and Investment Structure report have been presented and have been accepted by the client, we then move to the implementation stage.
Action steps are outlined in the Investment Structure report. We undertake to assist our clients by, wherever possible, implementing the majority of the steps. All paperwork is prepared by our support team and copies of this paperwork are provided to clients for their records.
Once the client has invested we have a 45-day follow-up consultation to check all recommendations are implemented as planned and to ensure that the client has a good understanding of the basics of their financial structure and investment portfolio.
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© Lanham Investment Structuring Pty Limited, 2006. All rights reserved. Lanham Investment Structuring, AFS Licence No. 222 769
