You the Client

Senior Couple Exercising In Park

WHAT WE EXPECT OF YOU AS A CLIENT

  • Keep us informed of any changes (or proposed changes) in your:
    • Personal details
    • Family situation
    • Employment / Business details
    • Health
    • Financial position (Assets, Liabilities & Investments)
  • Respond to our messages and correspondence.
  • Meet with us regularly.
  • Allow us to introduce our team, to help direct your questions to the appropriate team member
  • If we make a mistake or if you have any concerns, tell us and give us the chance to make it right.

If you are happy with us, introduce us to your family, friends and colleagues. It’s the greatest compliment we can receive.