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Client Satisfaction Survey – RESULTS

INDEPENDENT CLIENT SATISFACTION SURVEY – RESULTS

We recently contracted Business Health Pty Ltd (a world class supplier of services to the Financial Services profession) to help us with our client satisfaction survey. We have now received the results from the questionnaire and while the confidential and anonymous nature of the survey means we do not know who responded…

RESULTS:   We feel very honoured and humbled by the report which puts us well ahead of national averages, having achieved top quartile ratings in all of the nine Key Performance Indicators (KPI’s).

Additionally, 100% (yes, 100%) of clients said they would refer us to their family and friends.

The aim of this exercise was to identify how we are performing in the eyes of our clients across the key areas of our business and pinpoint where they feel we could deliver additional or better value. The results and comments compiled from the project have reinforced our course of action and confirm the strategic direction of our practice.

General Client Comments:

“We are extremely happy with the services provided by Sonia”.

“I believe Sonia Turkovic cares about her clients and this is reflected at our review meetings. Nothing bothers her and there is no time limit at the review stage”.

“Always up to date with new options and so very easy to communicate with”.

“Over many years we have found that Sonia has provided sound advice, pleasant to deal with and is very reliable”.

“Sonia has always been an excellent advisor and taken the time to understand our circumstances.  She explains everything and I feel very confident, especially as unfortunately my husband passed away.  I know I can speak to Sonia any time I need to and she is very professional keeping in touch regularly”.

“No, I’m very happy with Sonia”

“All good”.

“Over the years my husband and I have built a very strong and personal relationship with our wonderful Adviser.  We have great trust and confidence in what she has to say and advise”.

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