What to expect from us
A valuable and lasting relationship As a client of ours, we will handle the processing of your wealth protection and investment applications; we ensure that all clients have a clear understanding of the steps involved in putting in place these strategies. You will be entering into a lasting relationship. We will endeavor to add ongoing value to you and to continue to assist you in achieving your long term wealth accumulation goals.
| Regular client contact We provide a regular review service whereby we encourage our clients to re-evaluate their needs and objectives and reflect on whether their circumstances have changed. We will constantly keep you updated with the status of your applications and monitor all fund values
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Initial Meeting with your adviser:
Advisors role:
- Provide information about what we do
- Education about life's financial risks
- Provide Financial Services Guide (FSG)
Clients role:
- Provide personal and financial information to help identify any issues by completing a 'Fact Find'
Your adviser will recommend strategies and provide solutions to identified issues, via a Statement of Advice (SOA).
When the strategy and relevant products have been approved by you, your adviser (with the aid of the administration team) will make sure all outstanding requirements are followed up and that the application process runs as smoothly and as quick as possible.
Review and Monitor
We are here to review your situation as required (at least annually) to ensure your circumstances have not changed and that products or strategies previously implemented are still relative and competitive in an ever changing market.
Claims Management
