Client Service Standards

Become A Client

Become our client

Making the first steps towards a better, brighter financial future. As our client you can expect to receive a personalized service at every stage of the financial management experience.

Become our client   

Exceptional client services

Whilst client satisfaction is often a direct result of superior investment performance, we believe that in order to deliver an exceptional investment experience client satisfaction is measured on a combined scale of sustainable performance and a dedicated client service effort.

Meeting your specific investment objectives is one aspect of a positive experience. Delivering upon those objectives in a way that seeks to relieve you of the difficulties associated with modern financial management, in our view, completes the investment experience as a satisfying notion.

Developing personal relationships

Understanding our clients first and foremost as people is essential to creating the foundations of a relationship built on trust. We don't just treat our clients as 'customers', we treat them as people who seek our services for the enhancement of lifestyle and financial wellbeing. We believe that the only way to deliver up on what our clients demand of us is to absolutely understand their circumstances and the aspirations they have of the future.

As we continue to strengthen relationships and listen to what clients have to say, we maintain the belief that investors of increasing frequency are placing their trust in financial management firms such as ours as they become ever more cautious of how more established institutions administer their business practices.

Direct point of contact

Each client under our management is designated to a dedicated point of contact who remains responsible for the overall management of client accounts assigned to them. The account manager assigned to you will be a fully qualified financial professional equipped with knowledge and experience that covers a range of financial disciplines sufficient to present a detailed explanation of market behaviour without the use of technical terminology.

At every stage of your financial strategy, your dedicated account manager will draw on in-house resources ranging from technical analysts to investment specialists to legal and tax advisers. With this type of account management structure clients receive the specialist services from some of the financial industry's brightest minds, professionally delivered through a single point of contact who is essentially working with you towards the realization of your clearly defined goals.

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