Wealth Finesse by Nazri

An ongoing partnership

What happens after
you become a client?

Have you ever felt you weren’t receiving the support you expected? Let’s talk about what good ongoing service means to you.

Clear expectations from the start

Support that fits how you prefer to stay informed

Feeling disconnected can come from infrequent contact, unclear review arrangements or different communication preferences.

During onboarding, we agree together

  • Your priorities and what you expect from our partnership
  • How you prefer to communicate and when to review your plan
  • Your service category, what it includes and any applicable eligibility requirements

We revisit these preferences as your needs change.

Your client service guide

Standard, Enhanced & Preferred

Compare the scope of support, insights and benefits in each category.

Client services by category
ServiceStandardEnhancedPreferred
Ongoing support
Policy servicing✓✓✓
Annual financial review✓✓✓
Market commentary updatesNot included✓✓
Regular investment updatesNot included✓✓
Digital milestone plannerNot included✓✓
Access to professional partnersNot included✓✓
CliftonStrengths assessmentNot includedNot included✓
Access to private wealth suiteNot includedNot included✓
Insights
Quarterly eNewsletter✓✓✓
Regular text touchpointsNot included✓✓
F.O.R.M. series webinarsNot included✓✓
Client benefits
Wellnex membershipNot included✓✓
Festive giftsNot includedNot included✓
Experiential eventsNot includedNot included✓

This guide follows the categories in my client programme. We confirm current availability, eligibility, any applicable costs and your review arrangements during onboarding. Access to partner services and benefits is subject to their terms.

Let’s discuss the support you prefer

Tell me what has worked for you, what has been missing and what you would like from our partnership.

Discuss client servicesBack to my approach