Black & Krantz, Accounting, Financial Planning, Melbourne

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.