Encompass Financial Services

Encompass Financial Services known for its skill in wealth management and lifestyle financial planning. We provide our clients with traditional wealth management services as well as comprehensive tax, insurance, and estate planning services; generational wealth transfer and charitable planning advice. Taking responsibility for providing and/or supervising all aspects of the client's financial planning needs enables us to provide our clients with cost effective, 'one stop' hassle-free personal financial planning and management.

Advantages of working with Encompass Financial Planning
We are committed to providing planning and wealth management guidance for individuals, families, executives, business owners and other influential investors. In addition to providing the same level of expertise and service formerly available only to large institutional clients, we offer:

• Absolute confidentiality
• Qualified, experienced professionals
• "Best of Breed" solutions
• Unbiased Advice and Judgement

The Complete Service Package
We developed our service proposition to offer our clients comprehensive solutions to their financial and related personal needs. We provide an exceptional experience and a level of sophistication and service that, until now, has been impossible to obtain for individual investment portfolios.

Encompass Financial Planning will:

Evaluate

• Client Objectives
• Investment Issues
• Risk Management
• Tax Issues
• Estate and Gifting
• Income Needs
• Other Financial Issues

• Investment Planning
• Risk Management
• Tax Planning
• Estate Planning
• Debt Management

Continual Professional Development
All Encompass Financial Planners are required to earn the Certified Financial Planner designation. Our advisors are also required to meet minimum annual FPA educational requirements plus additional hours in specialisation such as retirement, pension, trusts, estate, and investment planning. Encompass Financial Planning has developed a team-oriented Service Delivery System for providing high-level one-to-one customised services. The team structure flows through all levels of the service model: client relationships, administration and planning.

Advisory Fees
Fees are based on the firm's evaluation of the client's service and advice needs and are designed to ensure that the client receives superior value.