02 4393 3539 firstname.lastname@example.org
Informed, Innovative, Involved
Do your accounts tell you where you have been?
Do your accounts help you plan for the future?
Are you spending your precious out of work hours with your family & friends and NOT rummaging through paperwork?
Can you answer “YES” to all of these questions? If not: WHY?
Are you happy with the accuracy? • Happy with the cost?
Do you understand the reports & explanations given?
Can you always get someone on the phone when you need them?
Happy with the time it takes to get answers?
If you answered “NO” to any of these questions.