We are committed to providing you with the highest levels of client service that we can deliver.
We would like to take the time to share this commitment with you.
Protecting your right to privacy is an imperative when you are our client. We are strongly committed to protecting and securing your personal information so it is only used for the delivery of our advice and service to you. It also involves the process and infrastructure within our firm to keep your personal information safe.
Understanding what matters most to you about money is essential for us to deliver you with empowered personal advice. We are strongly committed to listening and understanding your goals. We seek to deliver a caring, individualised and personal service to you.
Being proactive and prompt are key characteristics of the service we deliver. It might result from our checkpoint review meetings or something as simple as returning a phone call promptly. We are committed to helping all clients by delivering timely services.
Allowing you to find financial confidence is an essential part of what we do. Assurance in essence, is a promise around our own capability to deliver. Your experience as a client is ultimately determined by the knowledge, skill, experience and ability of our Lead Advisers and staff.
We commit ourselves to delivering it right, the first time and on an ongoing basis. It’s a challenge not many firms will commit to, but it is an important part of the service we want to deliver to you.
A welcoming environment
Every time you visit us we hope you feel welcomed and comfortable. If there is anything we can do to improve your experience while at our offices, please let us know.
Should you ever need personal assistance, please do not hesitate to make contact with us.