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VIP Trusted Adviser Promise

The role of the VIP Adviser is to deliver on the following promises:

  • Ensure that practical, lifestyle and many other “passing thoughts” which invariably cross a Members mind are never an obstacle or in doubt.
  • Affirmatively act to ensure that all the Members' issues are confidently and confidentially addressed, in whatever time is required, with proportional effort and skill deployed.
  • Spend sufficient time gaining and establishing a deep and meaningful understanding of the Member's circumstances.
  • Expertly frame issues.
  • Skilfully challenge assumptions.
  • Be skilled, in a caring, dexterous yet firm way, at helping Members separate logic from emotion.
  • Be consistent and dependable.
  • Help Members see things from fresh perspectives.
  • Never “pull punches”, and can be counted upon for the truth, even if it affects the relationship.
  • Be skilled at correcting behaviour (compassionately), without censure, fault-finding, recriminations or judgment.
  • “Protect the Members back”; always well-representing the Members' best interests and insisting that all conflicts of interest be understood and disclosed.
  • Display an effortless understanding of each Member and their aspirations.
  • Co-ordinate and manage a Team of Subject Matter Experts, to assist Members fulfill all their tangible goals, in bringing to reality their values along their Financial Road Map®.

Make a simple decision – Contact us today. We look forward to meeting with you soon.

  

 
How We Do Financial Planning For You

Complimentary Obligation
Free Consultation
Contact Us today for a no obligation and cost free, initial introduction to our financial planning services. This free introduction will not include specific financial planning advice or Statement of Advice, but will help you decide whether the services we offer are right for your needs.

Places offered now – book a free introduction to discover what financial planning can do for you today.
Testimonials
20 years and $35 million later…
"Julian has helped us steer our course from an annual turnover of $200,000 in 1981 to over $35 million in 1997/98."
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Wealth Control Pyramid©
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Black & Krantz are professionals at helping you make smart choices about your money, based on what is important to you, giving you the motivation and strategies to actually achieve your goals and dreams.
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If you do not have a membership number, email Linda McKenna.
Tax Facts

A guide to all the latest tax facts and statistics you need to know about personal and company tax...
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Key Dates

All the key dates and deadlines of the financial year...
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Why Wealth Control is for you?

Black & Krantz
are professionals at helping you make smart choices about your money, based on what is important to you, giving you the motivation and strategies to actually achieve your goals and dreams. Decide if our services are right for you.
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Limited liability by a scheme under Professionals Standards Legislation
Legislation other than for the acts or omissions of financial services licensees

Linda McKenna, Andrew Krantz, Julian Black of Wealth Advisers Pty Ltd is an Authorised Representative of Count Financial Limited. Corporate entity trading as Wealthadviserscomau Pty Ltd ABN 93 922 716 306 trading as Black & Krantz is an Authorised Representative of Count.
Count Financial Limited (ABN 19 001 974 625) Australian Financial Services Licensee No. 227232

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