FAQ - Stanhope Investment Services

FAQ’s

 

What insurance cover is there?

As a holder of AFSL licence 38Th Parallel Pty Ltd has professional Indemnity Insurance to $5 million in aggregate.

On going education?

We subscribe to an approved Education provider.

How are services paid for?

Fees are payable for preparation of plans ( statement of advice ) and attending to services as required ( Fee for service ).  

Share and Investment portfolio service is available for 12 month terms being renewable annually.

What might be a typical client?

All investors of any age are catered for so there is no typical client but many for example might still be working and  are coming up to retirement, have superannuation and savings and need assistance in getting their investments ready for when they do. That means ensuring their investment are appropriate to them and will meet their financial needs like income and growth going forward.   

Alternatively they may already be retired and need assistance in obtaining a comfortable and reliable income. That maybe an annuity to provide a steady reliable income over their lifetime or for a set term or if their personal attitude to risk allows a share portfolio providing a dividend income.