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Important Changes to How We Communicate

We hope you had a great Christmas and New Year celebrations with family and friends.

Our team is coming back to work, refreshed and excited about the year ahead. We are starting the year by rolling out some important improvements to our services. Our top priority is to deliver better customer service, all the time, every time.

Starting on the 15th January 2018, we are trialing a new “meeting by appointment only” policy. It simply means  that you will have to book a time in advance in order to talk face to face to your client manager at Strategic SMSF Solutions. Most clients already do that, so this not a big change.

How does this benefit you?

This small change to the way we communicate will allow us to extend our working hours in order to accommodate more clients. For example, you will be able to book calls after your work, when it is more convenient to you. And that way, you’ll be sure to get to the right person, without waiting time.

For our local Gold Coast clients, it means we will be able to book meetings when and where it is more convenient to you (e.g. at your home or place of business).

We love meeting you

We always enjoy catching up with our clients and encourage you to contact us. You will always be able to contact/meet us using these methods;

  1. Face to face meeting (by appointment only)

  2. Video conference – Google Meet, FaceTime etc (by appointment only)

  3. Phone – during working hours

  4. Email – anytime you like!

We will be trialing this from 15th January 2018 – 31st March 2018, and should this method prove to be of benefit to our clients we will automatically adopt this system.

Thank you for working with us on this trial and we look forward to an excellent 2018 with you.

The Strategic SMSF team

Ps to make an appointment call us on 1300 783 823 or select a time from our online booking system.

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© 2019 Ascendancy Group - is a brand that is supported by two separate businesses -  Ascendancy Planning Pty Ltd and Ascendancy Group Pty Ltd T/A Strategic Super

Disclaimer - Ascendancy Group Pty Ltd Trading As Strategic Super ABN 12 622 382 781

 

*We have registered tax agents that can provide you with tax advice in regards to your SMSF.

 

** You must provide us with a Statement Of Advice (SOA) from a licensed financial planner before we will establish a SMSF for you. Or you can choose to use one of our financial planners on our panel to provide this advice for you. No advice can be given to establish a SMSF. No investment or insurance advice can be given. For advice that we cannot provide, we can refer you to one of our financial planners on our panel.

 

Disclaimer - Ascendancy Planning Pty Ltd

 

Information provided on this website is general in nature and does not constitute financial advice. Information and legislation changes regularly and although every effort will be made by us to maintain the accuracy of this website, Ascendancy Planning cannot guarantee the accuracy of information on the website, including information provided by third parties, at any particular time. Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs. Ascendancy Planning or its employees do not accept any liability for any error or omission on this web site or for any resulting loss or damage suffered by the recipient or any other person.

 

Ascendancy Planning Pty Ltd ABN 35 631 095 228. Corporate authorised representative of Bluewater Financial Advisors Pty Ltd AFSL 411846.

 

Ascendancy Planning Pty Ltd and Ascendancy Group T/A Strategic Super have the same effective shareholder.

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