One of the benefits that you receive as a client of Nexis is access to our experience and relationships with complimentary service providers. These include financial planners, banks, lawyers, mortgage brokers, insurance brokers, recruitment consultants, marketers, property developers and real estate agents. At this time of the year, it is worth considering your needs for these services and to revisit those that you have not reviewed for a while.
Ask yourself the following:
- When was the last time your will was updated?
- Are you getting the best deal and service from your bank?
- What are your financial goals?
- What staffing needs do I have coming up?
- Am I budgeting enough for marketing?
- Is it time to branch out and invest in commercial or residential property?
- Am I getting the best deal on my insurances?
- Would another bank give me better service and systems?
Many of these questions and more can be answered by the right people in their field but we know that like accountants, word of mouth is often the most trusted source for these types of experts. So we have worked closely with a number of providers over the years to take the guesswork out for you and be confident to refer you on to people we trust and personally use ourselves for advice.
In the spirit of referrals, if you think we are doing a great job, we always appreciate referrals and are open to developing new relationships with complimentary services.
