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LYFORDS - Our values, Vision and Culture
"The finest compliment that we can receive
is a referral from our clients to their family and friends"
Our mission is for clients to be advocates of our business. We achieve this through ........
| Vision | Helping clients attain their goals through Creating, Managing and Protecting their Wealth. LYFORDS is recognised by investors and professional people as one of the leading financial planning companies in the Wellington region. Certified financial planner of year 2004, finalist 2002,2003 - financialalert Advisory Practice of the Year 2005, regional finalist. Refer to client testimonials |
| Culture | Trust and Confidentiality - our time in the industry proves this, unethical practices simply do not survive the test of time. Honesty - all fees and charges are fully disclosed, refer to our Disclosure Statement We do what we say we are going to do. Our emphasis is on building long-term relationships with our clients, not the quick sale approach. |
| Process | Professional Ethics and Standards - voluntary membership of IFA, MDRT and adoption of international Best Practice Standards including an annual independent audit. Technology for accurate timely response to clients needs - client database, investment portfolios viewable via the Internet, regular email communication. Quality Systems and Services - industry recognised leading software and computers |
| Personal | Recognition that each client has individual needs - each financial plan is tailored for the individual. Empower and educate our clients - through seminars, newsletters, our web site. Providing a holistic approach to financial planning - goals, insurance, retirement planning, estate planning, investments to match your risk/return profile. Regular communication and follow-up with clients - through emails, letters, review meetings and phone calls |
Check out our client testimonials
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LYFORDS - Company Summary
Eleven ways LYFORDS is different
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