We hear the same stories as you and so we understand why you might feel hesitant about where you place your trust. There are a number of ways we can respond to this. But we think the most telling is the fact that more than 90% of our new clients come to us as a direct recommendation from an existing client. We believe that for someone to encourage a friend or family member to reach out and contact us says a lot about the trust they place in us. And we never take this for granted. We are constantly on the lookout for ways we can continue to improve what we offer our clients. We may be a small practice, but we continue to aim for world class!
Another comment we’d make is that we have our own Australian Financial Services Licence, and we are owned by people who work in our practice. We are free to explore a wide range of options on behalf of our clients to identify what will suit them best. Our advisers are paid a salary, not a commission, and as a fee-based practice, we always let our clients know what the fees will be upfront so there are no surprises. Finally, it’s worth noting that we only take on new clients where we are confident we can help them achieve a financial gain that’s well in excess of the fees they pay – we strive for double the benefit or higher. And we can quantify the value of our advice at each annual review meeting, so we are highly accountable for the value we offer.
You may also be interested to read the results of our October 2015 client survey, or to read testimonials made by our clients.