At Adgreen, we measure the success of our business by the number of repeat customers and referrals from clients and friends.
We believe financial prosperity should be accessible to everyone and we work hard to understand each new customer unique financial position so that we can provide a long-term strategy that works for that client. Each approach is unique because each customer is unique.
Our conservative approach means we are not going to over-stretch our clients and cause sleepless nights. We apply the ‘would we invest’ litmus test with each and every client scenario so we can in turn also sleep well at night.
Our unique 3-step process takes the pain out of the process, so you can focus on living whilst we focus on building your wealth.
BA, Dip FS/MB. JP. CRN 393585