Client benefits

Customer satisfaction is our primary goal.

Our focus is always on our clients.  We assist in setting financial goals for each stage of their lives and then educate and inform them through the process of meeting those goals.

Our vision is to be a quality provider of financial services and products to all our clients.

As our client, you will receive high quality professional advice and ongoing services that ensure your finances will be professionally managed to suit your needs and goals, both now and in the future.

These include but are not limited to following:

  • Annual goals review
  • Portfolio management
  • Access to research
  • Regular email contact
  • Regular phone contact
  • Cash and term comparison wholesale rates
  • Legislative updates
  • 24 hours/7 days online portfolio reporting
  • Ongoing strategic advice
  • Liaise and provide information to assist in preparation of annual compliance work.
  • Risk profiling
  • Estate planning review
  • Review cash flow
  • Annual meetings
Published by: - /

Share this page