Are you an Orphan Client?

Who’s looking after your finance now?

orphanThose of us who have long been in the financial advisory business are well aware that the turnover rate for new entries are very high in the first three years.

As a result, many Orphan Clients are created, which means your previous advisor has left the financial industry, and no one you trusted is looking after your investment accounts and insurance policies. I have been in the financial advisory business since 2005, and focus on building long-term relationship with all my clients. If you are one of the Orphan Clients, I welcome you to contact me and I’ll see what I could do to assist you.

 

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