Our Commitment to You …

Because you are important to us, Craig Smith & Associates want you to know our core values - “the basis of how we do business”

We guarantee to always:

• provide an honest and professional business service beyond industry best practise;
• have your needs uppermost in our minds;
• proactively seek, listen & respond positively to your feedback;
• periodically review your financial situation to ensure your portfolio maintains its appropriateness;
• respond to your contact on a timely basis;
• commit our knowledge and resources to the achievement of your financial goals; and
• treat any referral you may send us with the same respect & courtesy we show you.

If, at anytime, you believe our office fails to live up to our core values you will be entitled to a full review of your situation within 1 week of your contact with us.

Your Commitment to Us...

Because we are important to you we want you to understand your ongoing responsibility to Craig Smith & Associates.

Please always:

• speak with us openly, and provide all the information we need to thoroughly assess your financial situation;
• understand that our role is to help you achieve your financial  goals by providing advice, strategies and products that are most advantageous to your needs;
• proactively respond to our desire for your feedback;
• periodically review your financial situation by:
  • informing us of anything in your circumstances that may affect or alter our advice to you;
  • seeking input from us on key financial decisions before you act;
  • making yourself available for ongoing review meetings as agreed or appropriate.
• respond to our requests for action or information or contact on a timely basis;

As a client of Craig Smith & Associates you will receive conscientious and personal attention from our firm at all times.

Our business grows with your satisfaction with us. This satisfaction can be reflected by continuing our relationship and also by referring close associates to our care and attention.