Our Objectives: Our role as financial planners is to help you reach your financial goals. That is, how to build, protect, and manage your wealth – all for the reasons that are important to you.
Understanding: We strive to make sure that we have a clear understanding of your financial aspirations. Your Quest Financial planner will present your written financial plan in an easy-to-understanding manner allowing the client to embark on a journey of financial understanding.
Strategy not products: When we look at a client position, after getting an understanding of their financial aspirations, we assess what strategies would best suit our client’s objectives. We then discuss the options with you and together we implement the strategy, that is, the strategy our clients are most comfortable with – as not one strategy best suits every financial position. So, we have the freedom to provide our clients with a clear strategy to help them achieve their financial goals.
Boutique: We make a concerted effort to operate as a small firm to provide you with personal service, research and knowledge from a big financial institution, it allows for direct contact with the principle advisers, our clients who are mainly small, medium businesses and individuals who want to grow, are growing or are already high net worth persons.
Holistic: Our business provides a holistic approach to advice and its service offering. We appreciate that engaging with a single advisor to co-ordinate your affairs relies heavily upon a relationship built on trust – trust we aim to build and maintain. We assert that accounting, finance and planning are complementary skills and need the input of several skilled practitioners, that’s why we are happy for you to continue to work with your current accountant and other advisors such as a mortgage broker for finance needs or an estate lawyer for your estate planning requirements, however, if you don’t have other professional practitioners, Quest FP would be happy to refer you to the appropriate professional from our referral partners.
Knowledge: We have the qualifications and experience to advise our clients and we are strongly committed to continuing professional development and passing on our knowledge and experiences.
Quality Control: We have devised an approach that all plans have strict quality controls mechanisms in place so they comply with the current legislative environment which ensure our service offering maintains the highest of standards.
Professional: We hold membership status at the highest levels with the Financial Planning Association who impose professional and ethical guidelines e.g. integrity, objectivity, competence, fairness and confidentiality.
At Quest FP we abide by the Financial Planning Association code of professional conduct.
Clear Financial Remuneration (Fees): The services offered by Quest FP are set out in a written agreement that establishes our ongoing commitment to our clients.
Long Term Relationships
Enjoy peace of mind with your investment portfolio secure with the knowledge that you have a long term relationship with an adviser group who values your business and is approachable and responsive to your concerns and needs.
Management of conflict/s, Quest Financial Planning sole purpose is to gain a clear understanding of what’s important to our clients, then look at strategies that fit within your goals and objectives.
We put our clients interest first.
When reviewing our recommendations we are not limited to in-house products rather, we have access to numerous range of investments in the market place.
