At Evergreen, we aim to provide a value proposition to our clients based on the following foundations; Best Interest – We will always provide advice that is in your best interest. This means that you as the client can be rest assured that our advice is tailored to your needs and will always put your objectives first. Professionalism – As qualified industry professionals, you can always expect us to treat you, your information and your objectives, with the utmost professionalism and work with you to achieve those goals. Ongoing Service – Throughout the entire advice process you can be rest assured that we will always be available to answer your financial queries as and when you bring them to our attention. Simplified Advice – Our aim is to ensure that every client is an educated client; to achieve this aim we ensure that our advice for even the most complicated transactions is simplified to ensure that the client fully understands the ‘why’, of any financial decision. Long Term Outlook – Our firm belief is that financial goals are long term in nature. To this end, we aim for our clients to understand the long term outlook of investing, and that we as the advisers have every intent to guide them through that journey.
