Becoming a Client
Most of our clients come to us via word of mouth referrals from our highly satisfied customer base. When we first meet with a client, we run through how we discuss and identify the client’s goals and objectives, both now and into the future. We then formulate strategies that will ensure their goals and objectives are clarified and achieved via a consistent and measured approach including ongoing and reformulating strategy. We help to manage the risks and ensure discipline in decision making and actions. We continually review strategy but allow flexibility to accommodate life’s changes as they arise. We educate on markets, legislation and risks. We ensure we continue to have the highest levels of competence, knowledge and training to pass on to your valued clients. Our holistic approach is not suited to all and we will tell you upfront if we think that we are not the adviser most suitable.
