Details.
A professional investment portfolio management service for clients who enter into an MDA Contract. Lifespan Financial Planning invests in financial products available through the Netwealth Platform and manages the portfolio on a discretionary basis in accordance with an Investment Program pre-agreed with the client. This may include rebalancing investments, replacing one investment with another, and exercising corporate actions without contacting the client in advance. The financial adviser recommends the service, prepares the Investment Program, and reviews its suitability at least once every 13 months. A Netwealth Platform account is required.