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Our Values
our values
Our commitment
is always to you
At North West Wealth Management, we operate with integrity and a commitment to provide you with personalised and confidential advice and services. We are a loyal partner who values long-term trusted relationships with our clients. Our reliable, responsive and motivated team is focused on getting you the best results, and our work is underpinned by our core values, making North West Wealth Management your partner for the long term.
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Service Commitmment
As part of our service commitment to you we promise to;
Provide regular contact and accessibility.- Provide you with up-to-date knowledge through our continued learnings and strategies.
- Perform detailed investigation to thoroughly understand your situation and future goals.
- Be available to review your portfolio and evolve with changing circumstances.
- Provide information to you in plain english, without the jargon.
- Provide a proactive approach to pivot as personal and market factors change.
- Be honest and provide our services with the utmost integrity.
Professional Role
Our advice will always be provided with expert knowledge;
- Be a facilitator and educator of investment strategies and advice.
- Provide professional advice personalised to your unique needs.
- Keep you on track with your specific goals and objectives.
- Monitor both market and personal changes relevent to your needs.
- Provide coaching to help improve your financial behaviours.
- Provide professional wealth creation strategies to improve and protect your financial situation.
- Provide our services with the highest level of knowledge and competence.
our philosophy
Our Philosophy to Investment Planning
We implement our planning for life investment philosophy through a series of centrally researched and maintained portfolios. Each has a strategic asset allocation designed to give access to a diversified investment solution with good risk control and a balanced mix of assets, managers, and securities.
Our internal Investment Committee creates and reviews all portfolios to ensure that we leverage the broad experience and knowledge across the company. Performance is monitored regularly with other investment opportunities considered relevant to each client, making North West Wealth Management the ideal investment partner.