The INNOVEST Pledge
The INNOVEST Pledge
You can count on us to listen and understand your needs and aspirations. We’ll then offer solutions that will bring you closer to achieving your dreams through financial security and prosperity.
We will do right by you, and we are committed to your financial security and success. With INNOVEST, your unique needs will be served in a timely manner by a qualified financial advisor. Our team will strive to arm you with all the information you need to make an informed choice. Educating you on matters of money and risk is integral to our recommendations process.
We will never compromise on the quality of loan and insurance products we recommend. Our advice is 100% independent, so it is not skewed by the relationships we have with our financial partners. You can be sure that the solution being offered is uniquely tailored to your individual needs and is the best possible option in the market at that point in time.
Where possible, we will advocate and liaise on your behalf with industry professionals such as banks, accountants, solicitors, registered valuers, insurance companies, ACC, building inspectors, and whoever else we need to in order to get the job done.
We will always be friendly, polite, and understanding. We’re real people and we’re honest, easy-going, and non-intimidating. We’re also professional but never stuffy, and we have a good sense of humour. We stay away from industry jargon too.
In the unfortunate circumstances that you need to make an insurance claim, we will be there to help. We will assist in filling out forms, advising on what can and can’t be claimed, and making sure insurers are giving you a fair deal. With your permission, we will work with you to build a long-term relationship to support you and your family and help achieve your financial goals.
Our team of knowledgeable financial advisors maintains its expertise through ongoing training, so we can continue to deliver excellence and always exceed your expectations.
We speak English, French, Mandarin, Cantonese, and Hokkien, and we use simple language that is free from complex finance talk.
