ELEMENTARY FINANCIAL & CENTURIA WEALTH MANAGEMENT
What if two Financial Advice practices became one, yet didn’t actually feel like anything changed..?
What if the new space remained safe, remained comfortable and remained one where you could have a coffee, have a chat, talk, share, tell stories and know that what is going to happen is going to be for ‘you’?
We are similar in the relationships we have with our clients, how we advise even the type of advice we provide, who we are with our clients, and the values we hold.
It’s a little weird and yes, we are different and you will experience change, but in a lot of ways we are the same.
So, you are going to have questions, I mean we did!
So, what we have tried to do, in the video below, is answer some questions that you may have but we also understand that you may have more. So, spend some time, have a listen and please let us know what other questions you may have.
Let’s go invent tomorrow rather than worrying about what happened yesterday.- Steve Jobs
Let's have a coffee and a chat...
as this is the first step at Elementary Financial. We'd love to get to know you, then we can talk about what we need to do...