Tristone Financial Group, Business & Wealth Advice, North Sydney

Service Pillars

The principles of integrity, disciplined thought and action, and a commitment to excellence are ingrained in our firm’s culture. These business principles underpinned the development of the five pillars of service which guide our staff and serve as the bedrock of our determination to provide our clients with exceptional service.

1. Respect
   • Our clients’ interests always come first. If we serve our clients well, our own success will follow.
   • Our clients will always receive friendly, courteous and personal service from our staff.
   • We respect the position of responsibility granted to us by our clients and are proud to act as their trusted advisor
2. Access
   • Fewer clients allows our Directors to be actively and directly involved in the day to day detailed planning, review and supervision of all work carried out for clients
   • Access to our team means that accountability for service levels goes right to the top of our firm
   • All of our team members are available at all times to service client
3. Reliability
   • We follow best practice processes and procedures, to ensure our clients receive consistently high quality service and solutions.
   • We strive to deliver client outcomes on time and on budget
   • We do what we say we are going to do and are committed to finishing what we start
4. Understanding
   • We will truly listen to you and take the time to understand your business and personal circumstances in order to provide tailored advice that delivers the desired outcome
   • We take the time to explain our recommendations to you so that you understand them and are comfortable moving forward
   • We invest in long term relationships built on trust and mutual respect
5. Efficiency
   • We use leading edge technology to ensure that key information is at our fingertips
   • We are passionate about our work and respond swiftly to client needs
   • Our staff are given access to the finest training, research, systems and tools to ensure that they work as efficiently as possible.

Client feedback is crucial and enables us to continue to innovate and improve. We always welcome client comments and suggestions as it helps guide us in finding ways to serve clients better.