Financial Planning – Our business is based on your referral

The highest compliment you can give us is to recommend us to your family and friends.

Referrals are the most popular method to find a financial adviser. This is because trust and confidentiality are fundamental issues when discussing and seeking advice for your personal finances. As a result, clients of Wealth & Security Planners and Streamline Financial Planning often refer their colleagues, family or friends for an introduction to our services.

Just in case this should occur to you, it is important to be aware of our Referral Policy:

  • All our business is confidential. We do not discuss what services we may or may not, have provided to you
  • We are well placed to help other clients and families just like yourself
  • We prefer to avoid surprises and would ask for an introduction to anyone you refer to us
  • We place no obligation or expectations on anyone referred to us. We approach every referral as merely an opportunity to see if there is any “common ground”.

For more information about the types of people we are best placed to help or how we could assist other people you know, please do not hesitate to contact us on (08) 6141 1166.

Leave a Reply