Platinum Membership
Imagine what it would be like to have the experienced eye of one of our Senior Wealth Managers helping plan your financial future
If you have a complicated structure, more than one million dollars to invest, and/or require detailed planning and advice then Platinum membership is the way to go.
Platinum members will receive all the features and benefits of Gold membership plus your wealth plan and the highest level of guidance and advice from our Senior Wealth Managers. Your Senior Wealth Manager will go through your questionnaire point by point to determine your current position, your goals, your preferences for investing and your risk profile.
Our top level of inclusions
As one of our top clients you receive an enhanced level of discounts on our seminars, products, services and investments. For investors with large sums, these discounts alone will make Platinum membership worthwhile (for example, if you had two million dollars to invest in managed funds, then the discount on entry fees would exceed the investment in membership).
You will participate in a personal wealth consultation with a Senior Wealth Manager including an initial meeting, preparation of a personal financial plan and annual reviews;
You will also have an allocated Para-Planner and Wealth Support Team to help implement your wealth plan and assist with finance, share trading and other logistics of wealth creation;
Plus an enhanced level of discounts to our seminar and education program with ALL public seminars free to Platinum members (please refer to the Product Benefit Matrix for more details).
Limited numbers - enquire now
In order to maintain the high levels of service expected, Platinum membership is open to only a limited number of members.
