The first meeting with a financial planner is a big step. It’s our chance to sit down with you and talk about your motivations and desires so that we can identify the possibilities available to you. But it’s a two way street; it’s your chance to get to know us, as well. By the end of the first meeting, you’ll know whether we are the right fit for you.
Located in Adelaide and Sydney, Pride now serves more than 1700 clients around Australia. We’re proud to say that we provide financial planning for many family groups who have relied on our advice over several generations. Our clients trust their future to us, as well as the future of their parents and children.
We believe we’ve been successful at establishing long term relationships with our clients due to our core values of professionalism, trust, integrity and respect. These values not only reflect our treatment of our clients, but also promote an internal workplace environment of openness, transparency, positivity and fun.
Deciding who to trust your financial future to is an incredibly important (and stressful) decision. Your trust is our goal, which is why our motto is, simply, ‘We do what we say’.