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VIP Trusted Adviser Promise

The role of the VIP Adviser is to deliver on the following promises:

  • Ensure that practical, lifestyle and many other “passing thoughts” which invariably cross a Members mind are never an obstacle or in doubt.
  • Affirmatively act to ensure that all the Members' issues are confidently and confidentially addressed, in whatever time is required, with proportional effort and skill deployed.
  • Spend sufficient time gaining and establishing a deep and meaningful understanding of the Member's circumstances.
  • Expertly frame issues.
  • Skilfully challenge assumptions.
  • Be skilled, in a caring, dexterous yet firm way, at helping Members separate logic from emotion.
  • Be consistent and dependable.
  • Help Members see things from fresh perspectives.
  • Never “pull punches”, and can be counted upon for the truth, even if it affects the relationship.
  • Be skilled at correcting behaviour (compassionately), without censure, fault-finding, recriminations or judgment.
  • “Protect the Members back”; always well-representing the Members' best interests and insisting that all conflicts of interest be understood and disclosed.
  • Display an effortless understanding of each Member and their aspirations.
  • Co-ordinate and manage a Team of Subject Matter Experts, to assist Members fulfill all their tangible goals, in bringing to reality their values along their Financial Road Map®.

Make a simple decision – Contact us today. We look forward to meeting with you soon.


How We Do Financial Planning For You

Complimentary Obligation
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Contact Us today for a no obligation and cost free, initial introduction to our financial planning services. This free introduction will not include specific financial planning advice or Statement of Advice, but will help you decide whether the services we offer are right for your needs.

Places offered now – book a free introduction to discover what financial planning can do for you today.
20 years and $35 million later…
"Julian has helped us steer our course from an annual turnover of $200,000 in 1981 to over $35 million in 1997/98."
Financial Planning Pyramid©
Black & Krantz are professionals at helping you make smart choices about your money, based on what is important to you, giving you the motivation and strategies to actually achieve your goals and dreams.
...decisions made simple!
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If you do not have a membership number, email Linda McKenna.
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