of experience in investment advisory area
Elements
Stats Data
Visual representation of data in website design is not only a tool of showing off — it's also a great way of winning customers over.
The theme comes with a few options/styles for displaying statistics:
- Stats in a single column — see About Us page
- Stats — 2 or 3 columns
- Stats widget — see Growing Wealth single service page
Stats — 3 columns
advisory client relationships
of our new clients come from introductions by our current clients
of experience in investment advisory area
advisory client relationships
total client assets under our management
of experience in investment advisory area
advisory client relationships
of our new clients come from introductions by our current clients
of experience in investment advisory area
advisory client relationships
total client assets under our management
Stats — 2 columns
Had No Insurance Strategy
Over 84% of our clients had no idea what they were covered for, the terms of cover and the conditions of the cover.
Had Zero Savings
Prior to meeting with us over 86% of our clients had no medium to long term saving strategy.
Have Never Invested
Over 67% of our clients had never invested before and didn't even know they could start with as little as $1000.
Had Zero Savings
Prior to meeting with us over 86% of our clients had no medium to long term saving strategy.
Client statistics. Source: Benchmark StrategicStats in a single column
We can help with all your financial advice needs, whether your situation is straight-forward or out of the ordinary.
Simply, we work with each client to develop, implement and maintain a relevant and comprehensive financial strategy, assisting clients to grow their wealth, meet lifestyle objectives and protect against risks.
- We can assist you to become financially secure
- We can help you make smart decisions with your money
Had No Insurance Strategy
Over 84% of our clients had no idea what they were covered for, the terms of cover and the conditions of the cover.
Had Zero Savings
Prior to meeting with us over 86% of our clients had no medium to long term saving strategy.