At SRG Financial Management, we focus on the provision of comprehensive financial planning, creating a complete wealth management solution, not components in isolation.
The chart shown illustrates the many services that are available to you through your SRG Financial Management Adviser.
SRG Financial Management also offer four levels of ongoing client service, which are tailored to your needs.
The four levels of service available are:
- Transactional Service
- Foundation Service
- Executive Service
- Platinum Service
The details of these "Progress Meetings" services, the exact level of service and the cost of them, will be discussed at your first meeting.
SRG Financial Management offers clients a choice of payment routes consisting of either fees, commission or a combination of both.