What should I expect after my initial meeting?

By May 27, 2016 No Comments

What should I expect after my initial meeting?

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If we believe we can add more value in your circumstances that the fee we will charge, we will provide you with a tailored  Service Agreement within 5 business days.  It outlines the services we will provide you and details the all inclusive, fixed fee for your first year of service.

If we don’t believe we can add more value than the fee we will charge, we will be totally up front and frank with you.

If you wish to partner with Quantum Financial, simply return the completed Service Agreement and we will welcome you as a wonderful new client.

About Claire Mackay

I am a financial planner, SMSF expert and company director. I thrive on providing independent, expert financial advice to my wonderful clients. I was recognised as Financial Planner of the Year 2015 and Investment Adviser of the Year 2014. My website is here

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