With thirty years of experience, we know that clients are looking for integrity, a trusted partner and a way to build the best possible outcomes for their business, their financial future and their family. That’s why our number one value is, and always will be, to put our clients first.
To make the world a better place by helping people spend less time stressed about their financial house and more time in areas that are more important to them. As a result of working with us, our clients have the following to say:
- I have peace of mind knowing my financial house is in order. This allows me to spend time in areas that are more important to me than managing my finances, whether that is more quality time with my family or building my business.
- I feel confident that someone is looking out for me. I trust my advisors and it is always good to know they have my interest at heart.
- I feel relaxed as I am getting the best possible outcome. I have worked with Empowered Accounting and Empowered Financial Partners to ensure I have the highest probability of achieving my most important goals. This provides me with the freedom of knowing I am always doing the best I can with my finances. As a result I am always calm and relaxed with my finances and am able to concentrate on areas more important to me.
Our Value Proposition is simple:
Peace of Mind I Confidence I Relaxed
We provide these outcomes by working in partnership with our clients, whilst always striving to deliver on our 6 commitments to client service:
Protecting your right to privacy is an imperative when you are our client. We are strongly committed to protecting and securing your personal information so it is only used for the delivery of our advice and service to you. It also involves the process and infrastructure within our firm to keep your personal information safe.
Understanding what matters most to you about money is essential for us to deliver empowering personal advice. We are strongly committed to listening to you and understanding your goals. We seek to deliver a caring, individualised and personal service.
Being proactive and prompt are key characteristics of the service we deliver. It might result from our checkpoint review meetings or something as simple as returning a phone call promptly. We are committed to helping all clients by delivering timely services.
Allowing you to find financial confidence is an essential part of what we do. Assurance, in essence, is a promise around our own capability to deliver. Your experience as a client is ultimately determined by the knowledge, skill, experience and ability of our Lead Advisors and staff.
We commit ourselves to delivering it right the first time and on an ongoing basis. It’s a challenge not many firms will commit to, but it is an important part of the service we want to deliver to you.
A welcoming environment
Every time you visit us we hope you feel welcomed and comfortable. If there is anything we can do to improve your experience while at our offices, please let us know.