CLIENT PROCESS

At Dalle Cort Financial Services, our client induction process is focused on providing educational seminars, building our relationship and transparency. During this process we will ensure that your situation has been carefully analysed, that you have a comprehensive understanding of our advice and that you have complete confidence that Dalle Cort Financial Services is your financial partner of choice.

 

The client induction process is the initial phase to build our relationship with you but the real value is reflected in our ongoing provision of service and advice to move forward. 

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