PSK Financial Services, is a rapidly growing Sydney based financial services practice that has built its business from providing outstanding service to our clients, such that they feel compelled to recommend us to their family and friends.
We understand that there are many everyday Life Events that can have significant financial implications for you and your family. These Life Events typically revolve around changes in your working life, with your family situation and with your health.
Our key focus is to guide you successfully through the maze of financial issues and priorities and to help you both understand and achieve your personal financial outcomes.
A referral from an existing client is the preferred way for a new client to find us.
With so little independent information available, a referral from a friend, colleague or family member makes the decision of finding a trusted adviser so much easier.
As a result, we receive many referrals from our clients and treat each of those referrals very seriously.
Should you have been referred, or you know someone who you believed would benefit from our assistance in the future, you should be aware of this Referral Policy.
1. All referrals from clients are treated on a no-obligation basis. We welcome the opportunity to meet with any referrals, but there is absolutely no pressure placed on them.
3. We ask for a brief introduction (coffee, email, telephone, seminar) to any client referral, to avoid any surprises or the feeling of being called by a 'tele-marketer'.