The advice process
Being advised of any new developments that would affect me. Honest and individualized advice.
Good balance of going over what's happening in the financial sense as well as me feeling we can chat about what's happening in life generally.
Extensive information, up to date advice, clear concise explanations and sense of humour. Knows our situation.
Craig’s ability to soothe nervous anticipation of our future financial prospects; his ability to consider the whole picture, not just from a financial perspective but also from a philosophical perspective that takes into consideration our personal moral and ethical stance on particular forms of investment.
That our advisor is always prepared an knows details of our requirements without having to look it up whilst we are there. He is always very well informed and pleasant.