Joanne Benny, CFP®

Our aim is to meet your expectations and maintain them. In doing this we add value to your lifestyle and financial situation and are able to engage in a long term relationship with you. We’ll do this by listening to your needs, aspirations, and dreams. Then we’ll tailor a financial plan to help you achieve them. We will completely explain our costs associated with the implementation of the financial plan prior to signing any formal documents. We will explain our advice in easy understandable language so you are fully aware of all aspects of the strategy. We will review your strategy at least once a year to see if there are any significant changes to your situation, legislative changes, investments movements, that may have affected your financial plan and determine whether there are future planning opportunities. Along the way we also feel that it is important to educate our clients with new ideas and opportunities as and when they become available giving you up to date strategic information to enhance your plan. “Adding value to your financial welfare”.

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