Complimentary Client Review

As a valued client, you’ll receive at least one Complimentary Client Review (CCR). In fact, this is an annual event for a number of our clients. The CCR is an opportunity for you to set and review your goals and gives you clarity around the actions you need to take to achieve those goals. It also stimulates strategic discussion and identifies burning issues, opportunities and challenges so that you respond effectively. And of course, it’s an opportunity for our team to identify greater tax efficiencies and asset protection.

A CCR meeting is an ideal opportunity for you to meet with us on a no charge, no obligation basis to discuss any of the following:

Your goals for your business and how you plan to achieve them
How your business goals tie in with your personal and lifestyle goals
Issues and challenges you are facing in your business (e.g. growth, profitability, cashflow, a planned exit or sale of your business)
How we can work together to address these issues and plans.

At your CCR meeting we'll review your current situation at no cost.

It's an opportunity for us to check in with you to be sure that we're giving you all of the assistance that you need. You'll have a free 60-minute consultation with a senior team member and we'll send you a copy of the meeting minutes and document all agreed actions.