| Ph: 02 9415 1511 |
||||
|
Almost 85% of clients are very satisfied or satisfied with the service and advice they received.
85% of current clients were likely to recommend us to others.
A staggering 95% of clients found us easy to work with.
Around 20% of respondents intended on adding one or more of ThePrimeAdvisoryGroup services to the service they were currently using. Self managed super rated as the number one service scheduled for future discussion with our advisors.
Personal relationships, responsiveness and efficiencies emerged as the key aspects clients liked about working with us. However the top 3 things people liked most were;
- Quality of services and staff
- Ease of communication
- Personal relationships
70% of responses came from future target customers purchasing 3 or more services.
The clients’ comments included;
“the team is very responsive and knowledgeable and I am confident I am getting advice based on my own circumstances not just off the shelf” (S. Reed)
“I have enjoyed the personal contact we have with your business. I appreciate the time taken to explain my current portfolio and super fund.” (J. Huddart)
“I like the fact that all the staff are very approachable, especially when problems with our finances come up, that response time when we have queries about anything or need help is very quick and that the people we deal with seem genuinely interested in helping us to achieve our goals. Guy and Kevin have also been extremely helpful and patient with us as our recent plans have been delayed.” (J. Paton)
“We find all the services pretty good. The team are particularly helpful in managing the complex Code of Ethics requirements I sit under from a work perspective, around all financial decisions either personally or within my SMSF. Great job - thanks for your help over 2010. Happy New Year!” (A. Hanna)
“Staff are very personable, professional and respond promptly to requests. Nothing seems to be too much trouble. Excellent customer service.” (L. Hughes)
We always get a quick service and the staff are very patient when I seem to take a while getting back to them with information. I am very happy with the prompt friendly service. (J. Easter)
A relationship that has lasted around 20 years. I feel comfortable leaving my family’s tax concerns with you. (S. Bowditch)
*These comments come from real clients who can be contacted as referees for our work.
|
|
|||
|
|||
| Secure Client Login Login to our Secure Client Areas or make an account payment.  |