It must be about 3 years since I decided to merge my business with GCI Wealth Group. I had spent many years building up my client base and have always operated on the basis of offering my valued clients the best service and products.
In 2007 I suffered a serious stroke which meant I was virtually office bound and no longer able to continue as I had done. I had previously looked for compatible partners but never able to find one that matched my expectations. In fact quite the contrary, one that I looked at promised to service my clients but went around signing them up for his own account and in my opinion giving them inferior advice and making inept investment decisions.
But thank goodness we were put in contact with you and GCI, from the start we felt comfortable that we had made a great decision. GCI has proven to be the best partner we could ever have wished for. Your staff are warm and friendly and of course extremely able and helpful. My clients (Now our clients of course) receive great service and I am secure in the knowledge that the situation will continue.
It should also be mentioned that we receive our agreed share of commission each month and sometimes the sale was made without our participation this is of course a source of great assurance for us. In fact we would have no reservations about recommending a similar arrangement for others who are seeking a working partnership.
For seven years I was engaged in my own FSB practice. After buying out my partner of some three years, I continued on my own for another four.
Besides the narrow field of working in isolation, regulatory pressures increasingly consumed attention that ate into my productive time and peace of mind. From early in 2011, I began to look for an appropriate partner.
At the end of November 2011 I was introduced to Alex Cook of GCI Wealth and from March 2012, and after some work on the matter, I am happily operational within the GCI Wealth mantle.
Happy in every broad business sense - my admin and commission processes are taken care of at a better cost than when I was working within a single FSP. Add to that my commissions are paid beyond my retirement and/or premature death.
Furthermore my clients are assured, in any absence, of continued service through our several experienced young colleagues.
At a personal level, I now work within stimulating environment, and with a support team that includes two BCom Hons. graduates in Financial Planning. Add to that we have another colleague, just admitted as an attorney, experienced in wills & trusts.
Most importantly is the environment of genuine integrity, focused on shared positive growth – led ably by a young hard-working group Chief Executive.
After buying out my partner of some three years, I continued on my own for another four