What came to the fore more than anything in the previous 12 months, what helped us navigate through the bushfire/floods/COVID 19 was the importance of identifying the Secret Sauce. Being in touch with our clients, providing guidance, direction, information, a simple hello and how are you going.
In a world of increasing automation which has seen a lesser need for face-to-face contact, then coupled with the ravages of COVID which prevented actual face-to-face contact, it has always been essential for the DNA to be in some form of contact with our clients – and not just to talk “about the numbers”.
The strength of any business is its client relationships and a pro-active and engaged approach to client’s needs. Caring and adding value to what we can offer not only enhances our internal core value strength but enhances our bond with our clients.
The success of our firm is deeply entrenched in the success of our clients and how they perceive our contribution to their financial well-being, and the quality of the services we provide, and the care factor we bring to the table. We are very fortunate that our firm’s growth has arisen from the contact referrals our clients provide to their associates.
The culture is proudly positive, inquisitive, and inclusive as our core values were collaboratively designed by the whole Team. The team has a desire to achieve excellence together and a “one-team” approach has always been encouraged.
At Partners, we recognise the importance of our team members, our clients, and the wider community. Without these three, the firm would not exist.
Providing lasting value to our clients is what drives and motivates us to constantly strive to be better. As a trusted business advisor, we listen to our clients and work collaboratively to deliver innovative solutions.
Our client service standards are driven by our core values: