1. It’s easy. It’s fast. It’s all about you.
CLIENT SERVICE PROMISE
What you can expect from me
✓ I will be transparent and open with my communications every step of the way so
you know exactly what is going on at all stages of the process.
✓ I will build a relationship with you based on trust and integrity and doing what is
best for you at all times.
✓ I will care about your success and I will work hard to make that happen.
✓ I undertake to make myself available at all reasonable hours ( 7 days per week) and
return any unanswered phone calls within 4 hours, (except when on holidays)
✓ I will call you within 6 weeks of loan settlement to ensure your 100% satisfaction
✓ I will keep you informed of market developments on a regular and timely basis.
✓ I will review your loan with you as and when required, but at least once a year free
of charge.
✓ When appropriate to your circumstances, I will offer you the opportunity to be
introduced to a trusted colleague for complementary services. These can include
financial planning, insurance, real estate accounting or conveyancing or other
investment opportunities.
What I can expect from you
✓ You must provide feedback if there’s something that upsets you. That way I have a
chance to put things right and apologise.
✓ You must be honest in our dealings to enable me to fully understand your situation
✓ If I ask (and I don’t ask everyone) I would apprecuiate you being open to
introducing me to people who may either get value from my service now or in
the future. That way, I can spend more time ensuring I give you the best service
possible rather than prospecting for new clients.
Matthew Robins
FINANCE ADVISOR
0422 467 609
matthew@somnium.com.au
www.somnium.com.au