1. ASSISTING CLIENTS TO PROSPER
OUR COMMITMENT TO YOU
• To treat you, our clients, as the important individuals you are.
• Always to be respectful, friendly, courteous and cheerful.
• Listen to you and your goals so we can help you to achieve
them.
• Provide real benefits for you at great value. Our fees will
reflect the excellent service we provide.
• Assist you to resolve financial and administrative burdens and
provide you peace of mind.
• Reach the lowest legal tax bills.
• Help you protect your income and improve your investments.
• Deliver reliable and efficient service.
• Acknowledge your communication to us within the next
business day.
• Assure confidentiality throughout all our dealings with your
personal and business affairs.
• Work with you and your business in an honest manner and
always act with integrity in everything we do for you.
• Maintaining current knowledge of business and financial
developments.
• Provide you with up to date information and practices.
• Talk to you in language you understand. (Please let us know if
we don’t.)
• Help you understand and develop your business, applying our
expert knowledge and experience for your advantage.
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2. ASSISTING CLIENTS TO PROSPER
• Talk to you about cashflow, profit improvements, competitive
advantages, and making your business grow.
YOUR COMMITMENT TO US
• Honesty and courtesy when dealing with our team and
consideration of our needs (including things like notifying
address changes).
• Understand that from time to time, urgent matters arise and
must be resolved with priority over other matters.
• Your response to our requests in the same manner and time
frame as you expect us to respond to you.
• You will provide us with all the information needed and access
to your team members when appropriate.
• Consultation with us on a regular basis, concerning business
and financial matters (including loans, asset purchase,
insurance, leases, investment planning, business development
structure etc.).
• You will refer potential clients, similar to yourself, whom you
believe will benefit from our association, so we may help them.
In doing so you enable us to continue to provide you with the
service and support you deserve.
• Provide feedback to us with which we will endeavour to
improve our service. You will let us know immediately of any
concerns so they may be quickly resolved to your satisfaction.
• Our accounts paid promptly when presented.
• You will listen to our advice and discuss with us your views and
ideas in a frank and open manner. (We understand you always
have the final say.)
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3. ASSISTING CLIENTS TO PROSPER
• When everything has worked well, your acknowledgment of our
team effort will be appreciated.
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