Aim
- This page can highlight the benefits of Godfrey Pembroke’s active advice philosophy
Include
- Your personal advice philosophy and how you work individually and as a practice to provide specialist financial advice to your.
- Include any information that highlights your expertise and specialist technical ability or commitment to acting as leaders in the financial service industry through continual investment in personal development.
- Remember the core brand values:
- Enjoy life – is a reflection of what really matters to our clients – the ongoing enjoyment of life.
- Capable – shows clients our professionalism, high standards and depth of knowledge.
- Honest – shows our clients that we always act with respect and authenticity so they can trust that their money is in good hands.
- Helpful – shows clients that we value their business and are actively involved in their financial management.
Tips
Research suggests that High Net Worth Clients using a financial planner as main source of investment advice were relatively more likely to expect good investment selection, good communication, expertise, honesty. (Source: 2011 Investment Trends Pty Ltd Dec 2010 HNW Investor Report).