19yrs
of experience in investment advisory area
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- Stats — 2 or 3 columns
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Stats — 3 columns
280+
advisory client relationships
95%
of our new clients come from introductions by our current clients
19yrs
of experience in investment advisory area
280+
advisory client relationships
$300m
total client assets under our management
19yrs
of experience in investment advisory area
280+
advisory client relationships
95%
of our new clients come from introductions by our current clients
19yrs
of experience in investment advisory area
280+
advisory client relationships
$300m
total client assets under our management
Stats — 2 columns
84%
Had No Insurance Strategy
Over 84% of our clients had no idea what they were covered for, the terms of cover and the conditions of the cover.
86%
Had Zero Savings
Prior to meeting with us over 86% of our clients had no medium to long term saving strategy.
67%
Have Never Invested
Over 67% of our clients had never invested before and didn't even know they could start with as little as $1000.
86%
Had Zero Savings
Prior to meeting with us over 86% of our clients had no medium to long term saving strategy.
Client statistics. Source: Benchmark Strategic
84%
Had No Insurance Strategy
Over 84% of our clients had no idea what they were covered for, the terms of cover and the conditions of the cover.
86%
Had Zero Savings
Prior to meeting with us over 86% of our clients had no medium to long term saving strategy.