Building strong relationships is at the heart of The Symons Group’s business philosophy.  And providing ongoing, trusted advice is our guiding principle as we help you meet your financial goals.

 

To take care of your financial well being, We will;

• Learn what your current needs and goals are  
• Help you understand your existing situation and holdings
• Analyze your circumstances and compare them to your goals
• Understand your comfort level around risk
• Make recommendations based on your needs and goals
• Prepare your personalized financial strategy
• Monitor your plan regularly to ensure it stays on strategy
• Help you plan for your children’s education
• Help you plan for your retirement
• Prepare a personalized Investment Policy Statement based on your needs and goals
• Provide banking and borrowing solutions based on your needs  and goals
• Provide income and asset protection strategies for you and your family based on needs and goals
• Provide will and estate planning strategies based on your needs and goals

To keep you well informed, We will;

• Set up a contact schedule that works for you
• Complete an annual review of your needs and goals
• Be available to answer your questions 
• Provide you with timely updates on your holdings 
• Send you account statements and trading confirmations
• Provide you with year end tax reports
• Invite you to educational seminars
• Provide you with online access to your accounts
• Provide you with research from our experts
• Review your Investment Policy Statement with you annually
• Send you informative articles
• Send you informative newsletters