Our partnership with you

Our RBI Bridging Formula is a comprehensive planning process that is the foundation of our long-term partnership with you. Through our experience, we have learned that it is important for everyone to have clear expectations if we are to develop and maintain a successful working relationship—one where we can help you achieve your financial and lifestyle goals.

Keys to a successful relationship

What you can expect:

Our partnership with youYou can expect that we will consistently and responsibly perform all services related to the provision, review and ongoing monitoring of the financial planning solutions we implement on your behalf.

We will always:

  • Strive to acquire and maintain a thorough understanding of your financial goals.
  • Update your current financial information on a consistent and pre-determined basis as determined by our Service Commitment.
  • Carefully assess and monitor your investment risk and time-frame.
  • Explain the implications of all recommended wealth management strategies and gladly answer any questions you may have.
  • Update you as and when appropriate by email, mail and phone.
  • Meet with you regularly to review your Personal Financial Organizer (PFO).
  • Act as your primary Wealth Advisor, coordinating the efforts of other related professionals as and when required.
  • Treat you with utmost respect and professionalism.