Our first meeting is complementary provided that the meeting is at our office where we have great coffee and all the relevant resources to assist you and to introduce you to our Company. We will gather information from you to enable us to make an informed decision and to ensure that we understand your needs. Once we have all the relevant information, we will only then quote you for the services which we will provide. There will be different quotes for different services and needs. We do not believe in a “one size fits all” approach. Once off consultations will be charged ad a specific rate depending on the Advisor. We will issue you with an invoice for payment and proof of payment must be provided 48 hours before the meeting to secure the meeting.
As soon as you contact us via our WEBSITE “Contact us” portal we will engage with you with an introductory e-mail. Attached to this mail is a questionnaire to complete. The information which you provide gives us a general idea of your current Financial Status, as well as your age. We use this information to determine where to allocate you. The more complex your portfolio the more Senior will your Advisor be. We also make sure that we introduce you to someone relevant to your age group.
We are ASCOR® Independent Wealth Managers, with real emphasis on INDEPENDENT. We are not linked to any Product Provider or affiliated with any provider. We are really independent and work with all the relevant providers. We have contracts with 30 different providers which enable us to operate totally independently.