In a world where some clients have not seen or heard from their advisor in years, our proactive systems provides ongoing and regular support and review calls. We strongly recommend at the very least an annual review meeting. Our ethos is centred on providing the highest standard of service. At Deasy Financial we believe that professional financial advice can add significant value to individual and corporate clients. Because of this, we provide a detailed comprehensive review service detailing all aspects of your financial wellbeing. We strive to stay in contact with our clients to assist them in achieving their financial goals and objectives.
We take the time to understand your circumstances and use this data to make recommendations for your financial wellbeing. We offer a one-to-one consultative approach with the initial meeting at our expense, at this meeting we take a jargon-free approach. This initial meeting can take up to one and a half hour(s) and from this meeting we will compile your personal financial review which will then be posted out to you.
You will not be contacted after this document has been forwarded onto you. The onus will be on you to contact us in order to engage Deasy Financial as your partner in building wealth and family security. We focus on the ways that we can help you to lead the life that you want to live. By engaging Deasy Financial, you will receive regular financial reviews and check-ups. You will receive the best possible advice on products to suit your individual needs. We research the market to offer the most comprehensive and competitively priced product available.
Taking the time to choose the correct financial advisor to sort your personal requirements of one of the most important decisions you will ever make. We would advise all prospective clients to choose wisely and we would hope that we earn the right to work in partnership with you into the future.
In choosing Deasy Financial as your Financial Advisor, we will assist you with ongoing reviews, financial check-ups, bring new ideas to your attention and to work as your partner in building Wealth and Security.