Encompass Financial Services offers a financial planning review for clients, who hold an investment portfolio / super or insurances that are managed by the Encompass Financial Services Team.
On this page you will find a copy of our Financial Services Guide and Privacy Policy, information on what’s included in our Financial Planning Reviews, an area to order Portfolio Reports, and some great links to Market Information.
Financial Services Guide (FSG) & Privacy Policy
Our Financial Services Guide and Privacy Policy includes comprehensive information about:
- Encompass Financial Services
- Sentry Financial Services (our Licencee)
- Our Privacy Policy
Financial Planning Review
A Financial Planning Review includes a review of your:
- goals and objectives
- financial / personal details
- assets and liabilities
- investment portfolio
- risks & insurance
- current & future needs
Portfolio Reports
Portfolio Reports are often required by clients for tax returns and general information . Reports may include:
- Superannuation Reports
- Investment Reports
- Insurance Reports
- Certificate of Currency
- Other Reports, as needed