New Jeneration Finance has developed a Strategic Partnering
Programme in response to demand by financial planners and
accountants for a finance resource which does not take their
advisors attention and time away from their main operating
We provide them this finance capability which allows them to
provide a totally integrated service to their clients without
increasing their operating costs or time commitment.
We also like to spend time with our new partners up front in order
to understand their business in depth. We believe that this helps
maintain the integrity of the referral when speaking to their
clients. By understanding our partners businesses, their client
relationship philosophy, and what their vision is for their
company, we believe that we will only add value to their
relationships by bringing this knowledge to our discussions with
When a partner refers a client to us, we try to understand what
their recommendations have been to the client with regards tax and
or investment choices so that we will always make our
recommendations to the client within the framework set by the
All you have to do is phone or email us the details of your client
- templates provided - and we will do the rest, whilst at the same
time respecting your relationship with your client. We find that
an advisor's client relationship can be enhanced by the fact that
the client believes that their advisor is providing them with the
best of the best in all areas of their financial management.
We work hard to build a trusted relationship with our advisors and
their clients by providing a service which is at all times
professional and committed.
How Does It Work?
Our contact with
your client will be dependent on what you prefer. Most of our
advisors request that we meet with their client and trust us
to respect their relationship with the client.
You can let us
know what your advice to your client is prior to us meeting
with them to ensure that any recommendations we make are in
line with yours.
We let you know
what our recommendations are and keep you informed throughout
the whole process as to where your client's loan is at.
We have an
extensive programme of contact with you to ensure you are
always in the loop.
We also have a
contact programme for solicitors and other parties involved in
the loan process.
We advise you as
soon as settlement occurs and provide you with loan details.
We have an
ongoing programme of service for our clients which will only
enhance the service their advisors provide.
We are happy to
hold seminars in your offices on loans etc