We will spend some time exploring your preferences in our first meeting. Some clients like to set predetermined intervals, while others prefer to talk when something is happening — such as the end of financial year, change of job, during a market opportunity or after a regulation change.
As our client, you will meet and have three points of contact within our office. So when you call, you will always talk to someone you know — and who knows your situation and strategy.
We will contact you at predetermined times, but as an ongoing client, you can contact us whenever you need. Unlike other advisers, we won’t charge you every time you contact us, which is one of the key ways we provide exceptional service.