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Our Partnership with You

We provide comprehensive financial planning in the context of a long-term partnership with you. Through our experience we have learned it is important that everyone is clear on what to expect if we are to develop and maintain a successful working relationship – one in which we can help you work towards your financial and lifestyle goals.

Keys to a Successful Relationship: What You Can Expect

You can expect that we will consistently and responsibly perform all services related to the development, implementation and ongoing monitoring of the financial planning strategies we implement on your behalf.

We will always:

  • Strive to acquire and maintain a thorough understanding of your financial goals.
  • Update your current financial information on a regular basis.
  • Carefully assess and monitor your investment risk and time frame.
  • Explain the implications of all recommended financial planning strategies and gladly answer any questions you may have.
  • Update you as and when appropriate by email, mail and phone.
  • Meet with you regularly to review your Personal Financial Organizer (PFO).
  • Act as your primary Financial Advisor, coordinating the efforts of other related professionals as and when required.
  • Treat you with the utmost respect and professionalism.

Keys to a Successful Relationship: What You Can Expect

We have learned through experience that effective communication and mutual respect are essential to a long-term partnership. A few other criteria which help define our success include:

  • Your commitment to us as your Financial Advisor
  • Your trust in our abilities to provide you with recommendations or advice
  • Your complete disclosure about what matters to you most

We need you to know that our recommendations are always based on helping you pursue your financial and lifestyle goals. It is important you understand that all advice will be based on the information you provide to us. Therefore in order for us to offer recommendations and advice best suited to you, we need you to fully participate in the financial planning process with us.

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