I’m continuing to test drive new online services for clients and have asked a few to get involved with the test process. This seems to be going well and I am hopeful that we are progressing the Beta Testing phase to a really good conclusion.
One of those that has had a bit of a play with it, who works in IT for a well known phone company says
“The website is looking good, Dom. I really like the idea of being able to see everything in summary form on a single page. Good stuff.”
We are a boutique firm of financial planners. We create financial plans designed to achieve a desired lifestyle. We will craft and implement your plan that will provide you with the greatest chance of accomplishing your unique goals based upon the values that you hold. Financial products are little more than the tools to achieve your required results
Call us today or visit our website for more information and to arrange a meeting
Call us today or visit our website for more information and to arrange a meeting