Archived articles
Although the content of the article(s) archived were correct at the time of writing, the accuracy of the information should not be relied upon, as it may have been subject to subsequent tax, legislative or event changes.
Doing the Right Thing at the Right Time in the Right Way
This is the very simple (and successful) mantra I have always operated by in my 27 years in the financial services industry. Axtru Wealth’s Service Charter outlines what this looks like in practice for you as a valued client and I encourage you to read the two-page document in this post.
As a client of Axtru Wealth, my promise to you is also very simple. I will always put your best interests at the centre of everything we do. Read exactly how I will do this by clicking on the Service Charter below.
Axtru Wealth Client Service Charter
For those who prefer a no-nonsense summary, here is how we will do the Right Thing at the Right Time in the Right Way, in just 26 words:
Our engagement will be personalised to you:
- First: Define your Purpose
- Second: Build a tailored Plan
- Last: Implement solutions in service of your Purpose and Plan
If you’d like to discuss any aspect of your financial planning, please get in touch to arrange a no-obligation meeting.
