Goldenwest Financial Solutions was established in 1991 and since then has established long term relationships with our clients. We are a referral only practice with a dedicated team that all enjoy the challenge of working with our clients in achieving their financial goals no matter what their life stage or wealth accumulation situation.
Financial planning is a dynamic process with increasing complexities in the financial services industry. Your financial development needs to be regularly reviewed for changes in your circumstances, economic conditions, government legislation and a range of issues that may impact on your financial wellbeing. Our specialist team will work with you to identify your ongoing financial needs and utilising their expertise in their respective fields, they will develop financial strategies to assist you in meeting your financial objectives.
The efficiency and quality of our operations has a major impact on our success and profitability. You are the face of the organisation that our clients judge us by; what we do and how well we do it! <
Our key objectives need to be focused toward:
- Quality of work;
- Value delivered;
- Reasonable response and turnaround times; and
- A proactive approach to client servicing.
In particular we must seek to take a proactive approach to our clients’ needs and identify additional value add services to them and for which we have the expertise to provide.