Poor Service?
Maybe we can help ...
"After more than two decades in financial services, it may be surprising to some, that the biggest cause of dissatisfaction I witnessed from prospective clients, was not down to the performance of their investments, but down to the level of service that they had received from their consultant, often I have met clients with portfolios that were performing well, yet they were extremely unhappy with their advisor"
- Nicholas J Grams, CEO SWM.
Are you tired of endless broken promises?
Our Top Ten list of most common complaints:
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A general Lack of contact and updates on investment(s).
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A seemingly endless rotation of new servicing consultants.
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New consultants with limited or no industry knowledge.
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New consultants programmed to require a 'full review' of the portfolio and the inevitable need to 'rebalance' investments at a further cost or fee.
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A failure to respond to attempts to make contact.
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The promise of 'exclusive' products and opportunities due to a company's 'buying power', but in reality; a restrictive portfolio designed to maximise commission payments to the advisor and/or company.
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'My Investment portfolio does not match my attitude to investment.'
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Broken promises of regular updates and reviews on investments.
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Having to chase advisors and advisories for support.
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Hidden cost's and fee's built into products with little or no transparency.
Many advisories promise the earth and deliver very little.
Were you promised any or all of the above ? Only to be left unheard, chasing the company that is supposed to value you ?
So how are we different ?
"Treat each and every client like they are your only client!"
At SWM, we:
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Send each and every client monthly valuations and updates.
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Provide 1/4ly analysis on your portfolios and updates on each and every investment that you hold.
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Provide access via your very own online portal, to request valuations and a variety of services at the click of a button.
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Provide regular reviews to ensure your investments are performing and still in line with your ever changing life and goals.
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Provide online access to your consultants diary so you can either book an appointment directly or request us to do it for you.
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Do NOT charge fee's when portfolio's are rebalanced, therefore removing any possibility of 'churning' a clients investments.
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We ONLY use institutional class funds with no hidden kickbacks and commissions.
If the above is of interest to you, or if you merely want to hear more, get in touch!
