ONGOING SERVICE

Our high personal standard of service applies beyond merely giving you a plan and the best financial planners in Perth available.

Some clients may feel abandoned after the plan is implemented. The financial plan works on its own, but they are given no updates, no news. This scenario is not the case with us.

We work alongside you from start to finish and provide continued updates and consistent service throughout.

We believe in long-term solutions and relationships. Even with the most carefully detailed plan, some factors can throw it off course. It is imperative that service is of such high quality that a client can get updates and advice on potential changes whenever the need arises.

For regular updates, emergencies, and other situations, we will communicate with you. Our holistic service aims to make it easy for you to make changes as you see fit.

We contact you through various means, to maximize your convenience. Our default means of contact is phone correspondence. We also schedule regular meetings to update you on your portfolio results, which is also when we may recommend changes or new strategies.

However, we are also open to conducting meetings via video conference. You can schedule updates using our online contact forms and apps, and more.

We are with you every step of the way.