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Client Expectations

Client Expectations
Client Expectations

Expectations Strategic advice that adds value in excess of costs Comprehensive & integrated strategies including investments and personal insurances Mortgage broking loans (through Australian Loan Company Ltd) Rigorous reality check of current financial situation Use of sophisticated “Efficient Frontier” investment portfolios Tax-efficient strategies – wealth creation & debt minimisation & retirement planning Regular ongoing communication […]

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Expectations

Strategic advice that adds value in excess of costs Comprehensive & integrated strategies including investments and personal insurances Mortgage broking loans (through Australian Loan Company Ltd) Rigorous reality check of current financial situation Use of sophisticated “Efficient Frontier” investment portfolios Tax-efficient strategies - wealth creation & debt minimisation & retirement planning Regular ongoing communication with benchmarked performances Extensive qualifications and experience; passion for excellence. (Expectations)

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  • عنوان مقاله : Client Expectations
  • نوع فایل : PDF
  • حجم فایل : 190 کیلوبایت

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