You can trust us
We hope you don’t let just anybody into your financial circumstances and dreams. Because financial advice is a long-term game, partner with an adviser that won’t retire before you do.
Transparency and honesty are non-negotiable
We want you to know what we stand for, as the starting point to building enduring trust in our capabilities and character, and confidence in our advice and guidance.
- Be known as the most respected financial adviser in the community.
- Be single-minded and trustworthy in continually providing advice to existing clients, dealing with families and succeeding generations over time.
- Be fair, transparent and efficient in all that Medlin Wealth does.
- Continually increase presence in the community, increase community sponsorships and involvement.
- Grow our reputation as a community-based financial adviser who supports clients through a range of differing pre-retirement and retirement circumstances, to provide highly appropriate financial solutions and assist them to achieve their goals over the long term.
- Provide advice that we would implement for ourselves.
- Help clients better organise their financial affairs and set them on the right track.
- Only do the right thing for clients, community, stakeholders and referral partners.
- Assist people with differing circumstances; every day is a different challenge.
- Provide transparent service offerings.
- Implement strategies to assist pre-retirees and retirees achieve peace of mind with positive life changes.
Up front, our team guarantees client-focused transparency and integrity in every dealing and every advice that we give. Our reputation is only as good as the values that we demonstrate every day, so you can hold us to these.