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If you wish to arrange a meeting today, then
simply complete our online worksheet, of course your
confidentiality can be assured. Alternatively, please
contact us on (02) 9818 5655 to make
a time for a complimentary initial meeting.
This meeting (which is at no cost to you) is about learning
more about each other. The objective is to find out
whether there is a good fit in us working together and
for us to discuss some preliminary strategies across
different parts of your financial life.
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Click here to complete the worksheet.
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If you prefer to download a paper version that you can send to us prior to our meeting Click here
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Thank you for your interest in becoming a client of Aspect Partners. |
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| Find out whether you are currently working with the right adviser by reviewing what our clients tell us are the key characteristics of a “Trusted Adviser”.
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| View our Financial Services Guide. This will give you a good understanding of who we are, what we offer and how we charge.
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Understanding the journey is important. Our Advice Process summary will show you how we work with clients and what services we offer
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Don't just take our word for it. Feel free to review some testimonials from our clients on how they feel about working with us.
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We regularly ask our clients how they feel and what they want from us. The client survey results below have been taken from our most recent survey in September 2004. If you want to see further information from this survey, please contact us.
100% of surveyed clients said they were satisfied with the services they receive from Aspect Partners. 62% said they were extremely satisfied.
100% of surveyed clients said they considered Aspect Partners to be their first source for trusted financial advice. 77% of clients strongly agreed with this statement.
100% of surveyed clients said they agreed with the statement – “I would be happy to refer family and friends to Aspect Partners”. 54% said they strongly agreed with this statement.
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