- silver service advice
At Ag Wealth we believe in time rich financial advice. Our aim is to work more closely with fewer clients than the average planner. This requires a disciplined approach to client engagements and building the business on referrals predominently.
Our accountants first mentality means we do things a little different, so consider us for all your financial planning needs.
What are the most important things when dealing with a Financial Planner?
Research shows the following points to be what most Australian’s desire in a Financial Planner:-
- A Financial Planner should be Trustworthy.
- A Financial Planner should always provide Quality Information – information that is timely and up to date.
- A Financial Planner should be Understanding – they should understand your needs and more importantly your financial and lifestyle goals.
- A Financial Planner should Explain Alternatives and Outcomes – they should be able to come up with alternatives and understand these options in relation to achieving your needs and goals.
Monday 10. of August 2009 Investors Choice
My wife and I have been with Investors Choice for more than five years
