Client Service Standard
We commit to listen to your needs, wants and concerns. We will not make a recommendation until we fully understand your problem.
We will always explain your financial planning options, costs and our relationship with suppliers when making recommendations to you. We want to ensure that you feel we are putting your interests ahead of ours.
We will always explain our recommendations in plain language so that you always understand what we are talking about.
We will contact you to set regular meetings, to review performance, and to discuss future planning opportunities.
We provide all clients with the option of a comprehensive financial plan so that you understand all of your risks with regard to investment returns, retirement income, tax, insurance, wills and estate planning.
We endeavour to fully understand your lifestyle and retirement needs so that we properly balance the risk in your portfolio with your expectation of returns.
We will measure your investment performance against written goals and benchmarks rather than rely on historical performance.
A large component of our role as your advisor is to educate you about new ideas and opportunities. We commit to bringing you new and relevant ideas as they are introduced to the marketplace.
We commit to fully explain all fees and costs associated with the implementation of your plan.
We have a 24-hour "return call" policy. If you call us with a question, concern or issue, we will get back to you with the answer as soon as possible.