I have been advising the public on the placement of investments since 1997. In the eighteen years of my involvement with the investment industry, I have learned a great deal about the needs of my clients, and I have tailored my business and my investment planning strategy to suit those needs. I believe in good old fashioned customer service, building and maintaining strong client relationships with caring, honesty, integrity and openness.
I genuinely believe in the ‘needs based advice’ process I employ in my practice. It forms the basis of any ongoing client/adviser relationship while fully complying with industry standards and best practice. The investment platform (APS) we use is appropriately designed, managed, resourced and developed, having regard for such a platform to be adaptable over time to meet the reasonable expectations and needs of my clients.
Appropriate investment research processes ensure that Investment Solutions Northland Ltd is able to meet any requirement which it is subject to under any law or regulation.
I am passionate about providing the best available industry standards in terms of advice and method of achieving my client’s stated financial goals.
My personal business directive remains to deliver and maintain a client specific comprehensive financial service in a safe and trusting environment.
View Bill’s COA certificate here.