100% COMPLIANCY! NO MORE, NO LESS!
Whether you seek personal financial advice or business advice, PFIRE has a professional service offering which is based upon a record of striving for 100% compliance and the highest professional practices and standards.
PFIRE has now entered its third year of operations and the message for 2010 and beyond from our clients is loud and clear.
"Make sure that you practice what you preach! Good practice management, business continuity and succession and a sustainable business to look after my affairs beyond the individual"
When providing advice to individuals or businesses, people like to deal with successful people. As financial and businesses advisors, we too are subject to scrutiny.
On the one hand, we must comply with the Financial Advisors and Intermediary Services Act (FAIS), be registered with the Financial Services Board and must consistently comply with ongoing and continuing educational standards to maintain our high levels of formal educational obligations.
On the other hand, our clients expect us, quite rightly, to protect them in a changing financial and business world and want to see that their affairs are looked after well beyond any individual in our organisation. This is a fair expectation and relies on our business being sustainable, having good succession planning and above all, to ensure that the ongoing management of their affairs is uninterrupted.
2008/9 has been significant years for both individuals and businesses and we have witnessed people from all walks of life face the recessionary challenges and achieve well beyond even their own expectations. We are confident that we are in a position to continue to advise and support our clients through what remains of the recession and to see them into recovery during 2010 and beyond.
Our message to our clients is therefore simple. If you seek professional, sustainable and objective personal or business advice, we are geared to support you. We differentiate between fee based services and standard non-fee services and we have a solution for you no matter what your goals or objectives.
2010 is an exciting year and we look forward to continuing to excel in our field and supporting our clients in theirs.
