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LIPS have put together the following service packages designed to create a team environment with our clients and to meet more than just financial planning needs. Now is your chance to get on track and achieve more in your life!
Whilst these are our standard packages, we are more than happy to tailor one to suit your individual needs.
In an effort to provide a flexible range of service packages, this first package is aimed at people who wish only to receive a straight up package of financial planning services.
Our services are based on working with our clients as part of a team to achieve their goals and objectives. Therefore our fee structure is set up similar to a club membership program.
What does the package include?
Covered by Joining Fee
- Initial personal consultation
- Preparation of written strategy
- Presentation of strategy
Covered by Implementation Fee
- Preparation of Investment and Insurance application forms
- Lodgement of all required forms
- Follow up process including liaison with insurance companies on underwriting requirements
Ongoing Service Package Fee – Choice of Levels
This package is aimed at people who wish only to combine our financial planning services with a range of lifestyle services that will help provide a more holistic approach to lifestyle planning. When you feel good about yourself you can achieve a lot more in life.
This package takes advantage of a “Corporate Partner Program” that LIPS has set up.
What does the package include?
Covered by Joining Fee
- Initial personal consultation, both with the financial planner and a personal fitness trainer.
- Preparation of written strategy
- Presentation of strategy
Covered by Implementation Fee
- Preparation of Investment and Insurance application forms
- Lodgement of all required forms
- Follow up process including liaison with insurance companies on underwriting requirements
Ongoing Service Package Fee – Choice of Levels
This package is aimed at people who wish only to combine our financial planning services with a range of services aimed at providing consulting services to small business owners who want to energise their business and themselves to achieve better results.
This package takes advantage of a “Corporate Partner Program” that LIPS has set up.
What does the package include?
Covered by Joining Fee
- Initial personal consultation, with the financial planner and a personal fitness trainer.
- Preparation of written strategy
- Presentation of strategy
Covered by Implementation Fee
- Preparation of Investment and Insurance application forms
- Lodgement of all required forms
- Follow up process including liaison with insurance companies on underwriting requirements
Ongoing Service Package Fee – Choice of Levels
| |
The Basics Package |
The Lifestyle Package |
The Small Business Owner Package |
Platinum Package |
|
|
|
Monthly Financial Coaching Meetings |
Y |
Y |
Y |
Monthly Portfolio Valuations and Financial Position Review |
Y |
Y |
Y |
Recommendations for change as necessary |
Y |
Y |
Y |
Implementation of Changes |
Y |
Y |
Y |
Advice on new issues, changes in situation |
Y |
Y |
Y |
Educational Newsletters |
Y |
Y |
Y |
Access to special investment offers when available |
Y |
Y |
Y |
Educational Investment Seminars half yearly |
Y |
Y |
Y |
2 x 1/2 hr Personal Fitness Training Sessions per week |
|
Y |
Y |
Monthly Half Body Massage |
|
Y |
|
Access to Corporate Partner Discounts |
|
Y |
Y |
Invitations to 12 Small Business Networking Breakfasts / Dinners per annum |
|
|
Y |
Access to special dining out deals |
|
Y |
|
| |
The Basics Package |
The Lifestyle Package |
The Small Business Owner Package |
Gold Package |
|
|
|
Quarterly Financial Coaching Meetings |
Y |
Y |
Y |
Quarterly Portfolio Valuations and Financial Position Review |
Y |
Y |
Y |
Recommendations for change as necessary |
Y |
Y |
Y |
Implementation of Changes |
Y |
Y |
Y |
Advice on new issues, changes in situation |
Y |
Y |
Y |
Educational Newsletters |
Y |
Y |
Y |
Access to special investment offers when available |
Y |
Y |
Y |
Educational Investment Seminars half yearly |
Y |
Y |
Y |
1 x 1/3 hr Personal Fitness Training Session per week plus 1 group session per week |
|
Y |
Y |
Quarterly Half Body Massage |
|
Y |
|
Access to Corporate Partner Discounts |
|
Y |
Y |
Invitations to 4 Small Business Networking Breakfasts / Dinners per annum |
|
|
Y |
| |
The Basics Package |
The Lifestyle Package |
The Small Business Owner Package |
Silver Package |
|
|
|
Half Yearly Financial Coaching Meetings |
Y |
Y |
Y |
Half Yearly Portfolio Valuations and Financial Position Review |
Y |
Y |
Y |
Recommendations for change as necessary |
Y |
Y |
Y |
Implementation of Changes |
Y |
Y |
Y |
Advice on new issues, changes in situation |
Y |
Y |
Y |
Educational Newsletters |
Y |
Y |
Y |
Access to special investment offers when available |
Y |
Y |
Y |
Educational Investment Seminars half yearly |
Y |
Y |
Y |
1 * 1hr group Personal Training session per week |
|
Y |
Y |
Half Yearly Half Body Massage |
|
Y |
|
Access to Corporate Partner Discounts |
|
Y |
Y |
Invitations to 2 Small Business Networking Breakfasts / Dinners per annum |
|
|
Y |
| |
The Basics Package |
The Lifestyle Package |
The Small Business Owner Package |
Bronze Package |
|
|
|
Annual Financial Coaching Meetings |
Y |
Y |
Y |
Annual Portfolio Valuations and Financial Position Review |
Y |
Y |
Y |
Recommendations for change as necessary |
Y |
Y |
Y |
Implementation of Changes |
Y |
Y |
Y |
Advice on new issues, changes in situation |
Y |
Y |
Y |
Educational Newsletters |
Y |
Y |
Y |
Access to special investment offers when available |
Y |
Y |
Y |
Educational Investment Seminars half yearly |
Y |
Y |
Y |
2 x group Personal Training sessions per month |
|
Y |
Y |
Annual Half Body Massage |
|
Y |
|
Access to Corporate Partner Discounts |
|
Y |
Y |
Invitations to 1 Small Business Networking Breakfasts / Dinners per annum |
|
|
Y |
We have negotiated with the following businesses to obtain a 10% discount of their normal prices for our clients who select the appropriate ongoing service packages as set out above.
Ben Stokes – Cru Creative
 Ben Stokes is the Strategic Director of Cru Creative. Ben has spent the last 5 years in the creative industry, primarily focused on website design and interactive development. More recently, he has worked with Ballistix, a management consultancy firm with a strong direct marketing influence and creative team. Ben also has a Bachelor of Business (QUT) majoring in Marketing and Advertising.
 Ben is the copy chief and strategist at Cru Creative and heads a small but talented team of designers and one excellent photographer. His aim is to build Cru Creative into THE cutting edge creative team in Brisbane.
A: 2 Ardisia St, Arana Hills Q 4054
P: 07 3851 4555
M: 0402 853 722
E: ben@crucreative.com.au
W: www.crucreative.com.au
Personal Best Total Fitness Solutions
A: 4 / 675 Sherwood Rd,
Sherwood QLD
P: 3278 4088
F: 3278 4299
W: www.personalbest.net.au
Anna Ebzery & Carol Shantal – Bodytalk System Chapel Hill
 Anna Ebzery & Carol Shantal have recently combined to provide quality natural therapies. Anna has experience in mainstream medicine as a radiographer. Anna has completed the educational requirements to become a certified bodytalk practitioner. Carol has had wide and varied experience including nursing and most recently as a transpersonal counselor for 12 years. Carol has completed the educational requirements to become a certified bodytalk practitioner.
 Anna & Carol help clients to overcome various health conditions from allergies to chronic illnesses. They have taken on many new clients since starting up at Chapel Hill in November 2004.
“Tomorrow’s health care today”
A: 13 Moordale St, Chapel Hill QLD
P: 07 378 3734
E: chapelhillbt@bigpond.com
plan SMART home loans Pty Ltd
 At plan SMART home loans, we encourage our clients to dream, to be ambitious and to set goals that excite and motivate them. Then we provide them with a strategy and the debt vehicle necessary to help them achieve those goals. That is why we specialize in long term lending strategies that will answer your immediate needs, while ultimately increasing your wealth.
 Keith has been in the mortgage industry for over 11 years. 3 years with the National Australia Bank, he then started up the Brisbane office for Australian Finance Group as the state manager, he was in this position for 6 years. Keith then took the plunge and started up his own mortgage broking company in 2003.
Keith’s qualifications include a B.Bus in Accounting via QUT.
A: 46 Pine St, BULIMBA QLD
P: 3399 4438
F: 3395 8913
E: planSMART@netspace.net.au
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