IS WEALTHCORPFOR ME?
When we ask our clients why they chose Wealthcorp (all those years ago), they tell us that it was our sincere approach, our listening skills and our ability to be utterly professional without losing the human touch.
What we Know
We understand that the people we help value our advice and,in turn, want an adviser who is accountable, engaged, and dedicated to meeting their needs. This is exactly what we strive to achieve for our clients. And that’s why we have a strictly limited number of individuals we work with.
Because we’re not for everyone.
TAKE OUR VALUE ALIGNMENT QUESTIONNAIRE
And discover if we’re a good fit to work together.
Before you decide if we’re the right advisers for you, we’d encourage you to review this self-assessment questionnaire to see if we’re a good fit.
So How did you go?
If you answered NO to 5 or more questions, then with all due respect, we probably aren’t the right advisers for you. It’s vital you find a Financial Planner who shares a similar set of values, after all, this is a long-term relationship, so it pays to get it right from the start.
However, if you answered YES to 6 or more questions, then you’ll enjoy the type of personalised service we deliver to our select and limited number of clients.
