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Client Guarantee

At each and every stage of our relationship with you, we do everything possible to take away your concerns, exceed your expectations, and give you guaranteed reassurance and peace of mind in your decision to use GSI Wealth Management.  At every point, we want you to be 100% satisfied with the value and expertise you receive from our team.

When we meet…

The Discovery Meeting is designed to give you the opportunity to discuss your current situation, your worries and concerns as well as what you want to achieve with your estate.  We are there to listen and provide input and advice to help you make the right decisions. 

It is important you feel that the meeting is a valuable use of your time, but if, at the end of the meeting for whatever reason you do not think you have had value for money; you will receive every penny back, guaranteed.

Your Wealth Management Plan…

Years of knowledge, weeks of analysis, hours of reading and pages of research are condensed and utilised to give you the most thorough and carefully, expertly considered financial guide.  Your wealth plan is an extraordinarily valuable document, which can be implemented by you, another advisor or the GSI Wealth Management specialists depending on your choice. 

We are confident you will not find a more comprehensive plan anywhere, if you do not agree, return it and you owe nothing. We only want you to pay if you are 100% happy.

Truly independent advice…

Many agents and advisors claim independence, but many are not truly free of suppliers, banks or brokers and some base decisions on high commission products. We are 100% independent and guarantee… 

  • To pay you ALL commissions
  • To NEVER advise you on any product other than the one most beneficial for you
  • That we are not influenced by any other organisation and look at EVERY appropriate option and product available, before making an unbiased recommendation
  • To advise you of EVERY COST UP FRONT, so that you can decide if it is value for money

Client Responsibilities

GSI wants to build relationships, and part of any good relationship is a clear understanding of the responsibilities that each of us has.

With this in mind, GSI asks that our clients will take responsibility for a number of things:

  • We ask that our clients read all literature carefully, and ask us if they have any questions. Our clients retain absolute discretion over all investment and implementation decisions.
  • We ask that our clients respond to fund switch emails promptly and clearly.
  • Our clients need to inform us of any material changes in their life, to make sure that our advice remains effective and appropriate.
  • We ask our clients to talk to us before making large financial decisions, as we are often able to implement strategies that will save our clients money, hassle or both.
  • Above all, we ask our clients to communicate with us. We are aiming for a relationship, and without communication no relationship will develop.

Our aim is to see our clients and their investments thrive. We will work as hard as we can to achieve this, but we need our clients’ co-operation. We will aim for a relationship where our clients bloom.

© GSI Wealth Management Ltd 2012 All Rights Reserved all 3rd party trademarks acknowledged.