We have been in the financial advice industry for 28 years and witnessed many economic and legislative changes, some good and some a disadvantage to the consumer. However, in saying that, we concentrate on our clients requirements and strive to achieve the best outcome for them.
My practice is supported by very professional and capable staff that provide my clients with a high level of service. The standards we adhere to are simple, but they reflect all that we’ve learned as an organisation over the past 28 years.
1. Treat people with respect and dignity
2. Work together
3. Conduct ourselves with integrity
Our associates’ primary focus is meeting the needs of our clients. It sounds simple, but it encompasses and respects our methods of putting clients first. We pride ourselves on serving our clients at every turn, maximising their value, and in doing so, maximising our own value.