Gold Membership
Your professional Wealth Adviser's team is ready
Designed for the majority of our clients, Gold membership is our most popular level of membership. It offers you a high level of personal involvement between you and your professional Wealth Support Team, with a professionally prepared Investment Plan (Statement of Advice). Also provided is assistance in carrying out your Investment Plan, whilst at the same time you are provided with coaching, on tap advice and assistance, and kept up to date through our Investor Update with a higher level of bonuses and discounts on our services.
Taking the first step
The first step is completing your Needs Analysis Questionnaire to help us determine your unique investment approach based on our strategies. This detailed questionnaire contains all the information we need to form a view of your financial position today and what you want it to be in the future.
From there your Wealth Support Team (consisting of Wealth Managers, Planners, Portfolio Managers and Stock Brokers) will go through your questionnaire point by point to determine your current position, your goals, your preferences for investing and your risk profile.
Professional care, quality advice
Your allocated Wealth Manager (who is a fully qualified Financial Planner and well versed in Peter Spann's investing approach) will contact you to go through our draft recommendations and discuss our approach with you.
Your Investment Plan
Your Wealth Support Team will formulate an initial Statement of Advice which is our investment recommendations to you, tailored to your needs.
As expected they focus primarily on Peter Spann's high performance investment techniques investing in Property, Shares, Managed Funds, International Funds, Superannuation and Tax Effective Investments.
This document is the starting point for your investing with us, however financial planning is a collaborative venture and over your membership our team will be able to further tailor your strategy.
Everything you need to build your wealth
Your Wealth Support Team can then assist you with Property Investment Finance, Share Portfolio Management (giving buy and sell recommendations and helping you build a balanced, high growth portfolio), selecting and balancing managed funds and international funds, assistance with setting up and managing a Self Managed Superannuation Fund, building a future nest egg and assist you in protecting you and your family through Insurance and Estate Planning.
Keeping you informed, updated and motivated
You will be invited to our regular Investor Update seminars FREE of charge and receive invitations to exclusive Wealth Club® member only events from time to time (for more details please see the following Product Benefits Matrix).
A coach, mentor and adviser
Your Wealth Support Team will also act as coaches and mentors, giving advice and encouragement on all your investing questions and will give you regular performance updates for your investments, as well as recommendations to fine tune your investment strategy and suggestions on the best investments for your ever increasing portfolio.
Special bonuses and discounts exclusive to Gold Members
Gold members also enjoy an enhanced level of bonuses and discounts on our products and services including free attendance to our Investor Update seminars, discounts on our other public seminars, discounts on broking, finance and managed fund entry fees and early notification of our new investment recommendations (please refer to the Product Benefit Matrix for more details).
A unique program designed with you in mind
Rarely before has such a level of support, guidance, education, bonuses and strategy been offered to 'retail' investors.
Gold membership suits clients who have up to three entities - persons, companies, trusts, Self Managed Superannuation Funds.
