Our service philosophy
The service philosophy of Satis is built around our core service principles, which are:
To meet these core principles a ‘client team’ is assigned to each client. This enables you to build relationships with several members of the Satis team, and ensure that we maintain a high standard of client service for whatever task we are undertaking on your behalf. The aim of the ‘client team’ is for our clients to see themselves as clients of Satis as opposed to an individual.
To ensure we maintain these core principles, Satis work hard to continually develop our people and processes. The commitment to the improvement of our service to our clients has been recognised by both the Centre for Fiduciary Excellence, which has certified Satis Wealth Management for Investment Advisor Fiduciary Excellence.
While our commitment to developing our staff has been recognised by The Chartered Insurance Institute awarding Satis the status of Chartered Financial Planners.
For more information on these, please take a look at our ‘Accreditations’ page.
Many investors believe that investing is extremely complicated, requiring long hours of dedicated research and elaborate strategies to be successful. The truth is that successful investing is very simple. It is not about chasing the next big thing. All it requires is a clear goal, a well-defined, long-term strategy and a strict discipline to stick with it. It is staying the course which can be the most difficult aspect of investing, and where your financial planner can help the most.