Ask the big questions
After many years of providing financial advice, the senior partners of Pacific IFA have come to believe that it’s more of a relationship than a business. And like the best relationships, it’s built on long-term performance. That is, the mutual recognition that we’re all in this for the long haul.
In our industry wealth is rarely created overnight but comes as the result of a carefully plotted journey. And so our relationships with our many clients are based on the recognition that they’ve worked hard for their money and it’s our responsibility to work just as hard to make it grow. That’s how we build trust and we like to think it’s why many of our clients have been with us most of their working lives.
But not blind trust. We encourage our clients to talk with us. In fact, we want them to ask the big questions, especially when they’re contemplating a big change in their lives that might require a new strategy in their wealth-creation portfolio or some other change in their circumstances.
Similarly, if they’re worried about their investments because of events that might be happening in the wider world, we want to hear about those worries so we can reassure them.
We like to be asked the tough questions.
Call it tough trust, if you like.
So let the journey begin.