Our Initial Process

Commitment

Our commitment to you

1. We will be honest, truthful and sincere in all our dealings together, and you will always receive friendly, courteous and memorable service.
2. We are committed to helping you determine your life goals and helping formulate a plan for you to be able to afford them.
3. Our advice will always be of exceptional quality and designed to achieve your financial goals and objectives.
4. You will receive service in the most professional manner possible, and we will endeavour to make our dealings together as fun and enjoyable as possible.
5. We will communicate with you frequently and openly as we build a long-term relationship helping you achieve your financial goals.
6. Our team will always act with discretion, and respect the confidentiality of our working relationship.
7. All team members have the authority to help you with any problem you may have, as we are all aware of the intricacies of our clients.
8. We will acknowledge any communication you have with us before the end of the next working day.
9. We will be on time to all appointments.
10. We will continually maintain our competence through ongoing education, training, accreditations and qualifications.
11. We have a long term commitment to our business and its succession.
12. We will honour our commitments to you absolutely and with integrity.

The commitment we would like from you

1. Your investment decisions are important to us.  Please remember that we can only do our best for you if you supplied us with current and factual financial information.  We ask you to commit to making proactive and consistent decisions in line with your financial goals.
2. Please remember to consult with us prior to implementing any financial changes, as these may have a major impact on the ability of your personal financial plan to meet your goals and objectives.
3. Please listen to all of the advice that we offer.  This is what we do best and enjoy.  We will respect your decision if you choose to reject this advice.
4. At some stage in our discussions we may ask you to collect information in order to help us to plan your financial goals.  Please remember to be prompt with this information, as it will always be vital to the work we are doing for you.
5. We believe entirely that your perception of our performance is always the reality; therefore we are always open to your ideas, comments and suggestions.
6. If you are happy with the service we provide, please remember to share your experience with friends who may like to benefit from our services as well.  If you are unhappy with our services, please let us know so that we may have the opportunity to redeem ourselves to you.
7. We believe both our time and your time are valuable, therefore we would prefer if you were on time to all appointments.