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Latest News & Newsletter
Autumn 2010 News Update
Welcome to your Autumn edition of Money Matters.
The New Year is in full swing and I am sure we all feel equally disquieted that Easter has already come and gone. For the large part, financial markets have marked time over the period since Christmas. The interim jitters emanating from the debt position of so called PIGS (Portugal, Italy and Greece) remains a concern, but one that financial markets have chosen to discount, at least for the time being.
Forsythes has put this period to good use in conducting a further client satisfaction survey, following up on one two years earlier. Thank you to those clients who completed the questionnaire, we greatly appreciate you taking the time to provide us with your feedback.
I am very pleased to report that overall our results were well above industry standard.
There is however, always room for improvement and the delivery of our face to face review and planning meetings is one area highlighted by clients as needing attention. On receipt of the finding we immediately called a meeting of advisors and external consultants to determine how this area can be reinvigorated to make it more engaging and satisfying to our clients. I believe we’ve come up with some great initiatives, which we will look to progressively implement, where appropriate, over the coming year.
Speaking of new initiatives, we have begun to review our clients for opportunities to save them fees and provide greater flexibility through the use of self managed superannuation funds tailored specific to their needs. A significant investment in new software has allowed us to better access this very popular investment structure, the benefits of which have been expanded upon in the article on pages 2 & 3.
Another very pleasing find from our client survey was that the vast majority of clients surveyed (almost 90%) indicated that they would be willing to refer new prospects to us. To receive a referral from one of our valued clients is always extremely rewarding, as it demonstrates the faith and trust you have in us. We know that clients who refer people to us also feel a great level of personal satisfaction in knowing that they have helped their friend, relative or colleague improve their financial position. So if you think we could be of assistance to any of your friends or associates, please encourage them to contact our office to arrange an appointment with one of our Advisers.
Forsythes has been operating in Newcastle for over 58 years by providing a high quality and personal service to our clients. Your current team remains committed to this path – the loyalty and friendship of our clients is at all times greatly appreciated.
John O'Connor
To view and download the full version of our Winter edition click the heading under the graphic at the top of the right hand column.
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