Client Satisfaction and Happy Clients
A key determinant of success for our practice is “Client Satisfaction” and “Happy clients”. Sedley Koschel Financial Group was founded in 1973 upon a passion for giving you and your family what is needed the most – holistic, financial services focused on client satisfaction!
Building relationships of trust
We are able to achieve this through “Amazingly strong relationships that have stood the test of time ” focusing on client relationships, not charge out rates. Our objective is clear – we want to please you! Many local families have been with us for over 15 years, some as long as 40. We have become your family office.
We have a strong vetting process, only accepting clients that understand the value that we can add by applying our holistic approach to creating value, solving problems and easing minds.
We continually seek feedback from our clients and benchmark ourselves within our industry.
Our process
Initial no obligation meeting
We like to to get to know each other and to understand your overall financial position and explain how we can add value to your holistic financial affairs
Preparation of a customised plan
Preparation that takes into account Personal information, Goals, Budget, Assets and liabilities, Superannuation, Insurance, Estate planning, Investment strategy, Tax minimisation strategies and cash flow analysis out to retirement
Implementation of proven strategies
Regular contact & reviews to ensure you remain on track to meet your goals
Our process works and keeps our clients happy – we have fewer problems and are able to offer the one on one service you want and need.
At Sedley Koschel Financial Group our Guarantee to you is “Value added communication designed to create client satisfaction and happiness”
Sedley Koschel Concierge Service
This service is a new idea in the financial services industry and builds on our key strategy of value by offering other non-financial services in your time of need. We don’t force it, but these additional services are there if you don’t have the support from family and friends around you. How do we measure the strength of our client relationships? We are in regular contact with our clients and engage the Beddos Institute to survey our clients for feedback annually. See our testimonials page for feedback.
Each Sedley Koschel Financial Group client must speak with us on a pre-determined meeting date and time each week, month or quarter. No excuses. We realise that we can’t build a relationship if both parties don’t actively talk.
It doesn’t matter where you live – we provide our value added services to a large number of clients located on the Central and Northern Gold Coast, in Northern Queensland including Mount Isa, Townsville and Charters Towers and as far south as Melbourne and utilise technology to facilitate virtual meetings where necessary. Our staff deeply care about your wellbeing – the team are encouraged to take ownership of client relationships. Perhaps that means saying happy birthday on your special day or just being understanding of your current circumstances.
We offer a range of services including financial advice, financial planning, will and estate law, Probate Law, Investment Advice, Tax returns, Wealth Advice, Conveyancing, wealth management, SMSF superannuation, crypto advice and much more.
