Posted in Mortgages and Finance

One of my Total Service Clients is assessing commercial premises to purchase, which they will use for their own business. This will be their first commercial property, so they have requested I assist them with their research. I have been co-ordinating with the client and several real estate agents, including obtaining detailed property research reports for various properties (free of charge, as they are a Total Service Client), to assist the client assess if the property is suitable fo...

I had a client contact me earlier this week, to discuss options for purchasing their current business premises, which they are leasing, but have been given the opportunity of purchasing. I have only ever arranged Vehicle Finance for this client, and they are not a Total Service Client, but that doesn't mean I may not be able to help in some way. I had a general idea of the client's circumstances, given my past dealing with them, so I was able to discuss the general issues r...

It is difficult to convey the actual value of dealing with a Financial Planner or Adviser. I consider myself a Comprehensive Financial Planner, which means that I act as an advocate for my clients in all of their financial dealings. Even that explanation may be difficult for a new client to understand what value I can be to them, so I decided to complete a weekly BLOG of some of the tasks I undertake for my clients on a weekly basis. If you are considering using me as your Financial Plann...

It is difficult to convey the actual value of dealing with a Financial Planner or Adviser. I consider myself a Comprehensive Financial Planner, which means that I act as an advocate for my clients in all of their financial dealings. Even that explanation may be difficult for a new client to understand what value I can be to them, so I decided to complete a weekly BLOG of some of the tasks I undertake for my clients on a weekly basis. If you are considering using me as your Financial Pl...