PRIVATE CLIENT PROGRAM

The Kinvale Private Client Program gives our valued clients the best access to industry information, legislative updates and economic news. This ongoing personalised service comprises:

	Quarterly newsletter Each seasonal quarter you receive a colour newsletter by mail with all the latest Kinvale company updates, new products and service information, legislative and economic news and one strategic financial case study.
	eNewsletter Each month you receive an e-newsletter by email containing general monthly updates, fund changes and other economic news.
	Client Referral Program We value the kind of clients we already have and would like more just like them so we introduced the Client Referral Program for those clients who may have friends, colleagues or family members requiring financial services. Referrals can be made easily by phone, email or through our website.
	Client Briefings We present half yearly Client Briefings for all our clients. These briefings enable Kinvale clients to socialise with each other, receive company updates and hear some of the top fund managers and industry leaders speak on financial, legislative and economic topics.
	Family One Program Family One is a financial management program for the adult children of our clients. It is designed to assist your children through the maze of investment options including purchasing their first property, investing in property or shares, home loans and personal insurances. We also include your children in the estate planning process to ensure your wealth stays in the family.

Other services include:

	Annual or half yearly Client Reviews Your personal circumstances, risk profile, needs and objectives are revisited every 6 months and your investment portfolio and strategy is reviewed accordingly. If you would like to meet more frequently, then you may choose do so; there are no limits.
	Freedom to contact us any time with questions We encourage you to contact us whenever you have a query or concern.
	Kinvale website Login to Kinvale Investor Online to download a range of information from our website and to access your personal investment accounts online. You can also book an appointment, refer a friend or register for a seminar, workshop or client briefing.
	Active portfolio management Although we meet with you only once or twice a year to review your circumstances and portfolio, we regularly compare market movements to your individual plan and make adjustments where required, endeavouring to obtain the best possible results for your investment.
	Change of financial circumstances There is no charge for changes required to your Statement of Advice following a change in your financial situation.