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Why join the THURA LIFE STYLE?
We at Thura have a genuine interest in understanding and helping our clients achieve their financial and life goals. We do this by formally addressing and documenting:
- Their future plans, intentions and major life events.
- Their financial goals, which will allow them to pursue their life goals.
- Importantly, we constantly readdress the above and ensure they are prioritised, quantified and all have target timeframes.
For our clients their living plan is an ongoing work in progress and must change when they change in order to maintain its usefulness and relevance. Our ongoing service agreement ensures that our clients living plan is adapted for change by:
- Formally updating their plan at least annually.
- Providing ongoing advice between Annual Reviews when required
- Encouraging our clients to consult with us on "every major financial decision".
Lifetime Relationship
We are committed for the long haul. This is evident by our:
- Many existing long-term clients, both personal and commercial.
- Team structure - A experienced team of Planners & Portfolio Managers are used to look after our clients ongoing needs.
- Client Service Agreement - We outline exactly to our clients what we provide on an ongoing basis.
- Fee structure - For our ongoing service to our clients we are paid on a commission basis by the insurance companies.
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