As I am getting close to celebrating my third year since founding Affluence Private, I have reached a critical stage in the business.
Do I want to grow Affluence much bigger or do I focus on enhancing my existing client relationships and level of service?
The choice was easy: I never went into business to grow a multi-million dollar firm.
The quality and depth of the relationships I have with my clients, and the level of service we provide has and always will come first.
In their quest for growth, I have seen too many other advisers go off-track and loose sight of what matters most: our clients.
What does this mean?
We have always been selective when taking on new clients, to make sure there is a great fit.
Over the next 9-12 months we will continue to engage with new client families, but my expectation is that from 2019 we will start to put in place a waiting list for new clients.
I am sure you will understand and support this decision, as bigger is definitely not better when it comes to providing financial advice.
If you have any questions or would like to engage with us, please contact me directly on 0432 885 295 or Yves@affluenceprivate.com.au
As I understand your time is extremely valuable and scarce, I am able to offer flexible meetings times, including outside business hours and during the weekend. I can even come and meet you somewhere convenient, or talk via videoconference on Skype.
My first consultation is free. I allocate up to 90 minutes to discuss your personal circumstances and to establish how I may best assist you. Where you already have an existing adviser, I would be happy to offer a second opinion. I always quote a fixed dollar fee before we start working together.
Please contact me on firstname.lastname@example.org or call me direct on 0432 885 295. You can follow me on Twitter @YvesSchoof or connect with me on LinkedIn to receive new articles.
Yves Schoof and Affluence Private Wealth are Authorised Representatives of Synchron, AFS Licence No. 243313.
The information posted is intended to be general in nature and is not personal financial product advice. It does not take into account your objectives, financial situation or needs.
Before acting on any information, you should consider the appropriateness of the information provided and the nature of the relevant financial product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant product disclosure statement (PDS) or other offer document prior to making a decision.
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