Prominent C.A.R.E.™ is at the very heart of everything we do for you!

Our goal is to ensure our clients understand we C.A.R.E.™ through every stage of their journey with us. Every minute detail has been designed to ensure our clients have complete trust and confidence that our number one priority is always looking after them and acting in their best interest. We strive to create a "WOW" experience to ensure clients recognise, relate and remember our brand, team, services and most importantly - the value we add.

Creating part of the WOW experience is based on a great office culture, this is a crucial element to ensure that clients are welcomed into a warm and comfortable environment. Ensuring the Prominent Team are passionate about their work and our clients, whilst also having fun in the office is all part of creating a great experience for our clients. Our client-centric process includes all team members. By ensuring our clients get to know them all, allows them to feel confident and comfortable dealing with anyone and allows advisers to effectively manage their time more efficiently.

CARE Definition

  1. the provision of what is necessary for the health, welfare, maintenance, and protection of someone or something;
  2. look after and provide for the needs of.
As defined by Oxford Dictionary, Oxford University Press©

Our constant review process, measures, tweaks and enhances our processes, "touch points" and outcomes to ensure our clients are on personal terms with the entire team, allows them to feel confident and comfortable.

Communicate

All good relationships are built on a foundation of honesty and trust, for a relationship to stand the test of time there needs to be a good foundation of communication, even more-so in the financial planning industry where clients are entrusting us with the responsibility of their financial futures. Clear, relevant and ongoing communication is essential throughout a client's journey with Prominent.

Clients should always be aware of the value our guidance and advice provides and the benefits of their strategy and all associated charges. A question, asked more than once, is always seen as an opportunity to improve our procedures or processes.

As personal as the reason for seeking advice, so to can be a client's preference for communication. We aim to please by understanding each client’s individual needs and offer regular and reliable telephone support; available emergency contacts; digital or physical documentation; email updates; digital or physical newsletters; personal or video reviews; long distance video chats or interstate visits; YouTube video updates; and finally Facebook and Twitter social media connections.

Advise

Financial advice is not just a written plan. Quality financial advice educates, engages and empowers the client to understand, choose and make informed and realistic decisions that are achievable and measurable. We provide detailed initial planning, graphical presentation tools, tracked implementation, personal follow-up and a financial road mapping system which allows the client to track their progress.

Our well-structured advice process is flexible enough to address all our client's individual needs in a timely and proven manner; whilst still maintaining our professional image and ability to customise the service to individual needs.

Review

Every single client is valued and reviewed on a regular basis. Our service packages have been designed in house and are tailored around all our services based on each client’s ongoing needs, goals and situation - not whether they're "gold or silver".

They range from our "Foundation" clients who are just beginning to accumulate wealth; clients who are taking "Advantage" of additional services; clients requiring "Select" financial strategies; clients who desire a little more active, "Privilege" service; and finally clients who require "Private" attention on a regular basis.

Educate

Core to every interaction we have with our clients is education. We subtly and constantly educate our clients, mainly through visual tools to increase awareness and confidence. Knowledge relates to power and as client’s knowledge increases we also see their confidence and appreciation increase. We find that this also enhances and strengthens the personal relationships we have we our clients. Education is key in developing a deep trusting relationship that will last for many years.

Every client’s understanding varies, they will have questions that need to be answered clearly and in terms and language they understand. We use these opportunities to educate our clients even further, answering in a way that is relevant to their needs.

All team members are briefed weekly on current client status to ensure they are aware of potential queries and best course of action to take in unique situations that may arise. Every client query or task is followed up with a personal call to ensure clients are kept in the loop and understand and are comfortable with the process and outcome.


Care & Compassion


Disclaimer: Please note that this information is of a general nature only and have been provided without taking account of your objectives, financial situation or needs. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.