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Service levels to suit
your individual
requirements

Questa Chartered provides a selection of service levels to meet the needs of different clients.

Four service levels offer a variety of features to help individuals maximise their financial planning.

Designed to monitor investments, respond to changes in personal circumstances and react to sector changes, features include a secure online investment portal, regular communication with a financial planner and market commentary.

By building strong relationships with our clients, we ensure they have professional financial advice and expertise whenever they need it.

Our 4 service levels are:

Essential

For clients with single investment transactions that require a low level of interaction.

Classic

For clients seeking more frequent access to a financial planner for their investments.

Enhanced

For clients with multiple investments and full financial planning needs.

Premium

Wide ranging benefits for clients with multiple investments and full financial planning needs .

"Four service levels offer a variety of features to help individuals maximise their financial planning."