We Build Relationships Based on Values

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Being Devoted to Your Work Means You Need to Sacrifice Attention from Other Areas – Don’t Make It Your Finances   

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Honesty

You won’t find any slick sales pitches here. We’re not here to take advantage of you – we’re here to help you reach your financial goals.

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Flexibility

You’re as busy as a person can get – we’ll bring you the results, not the jargon-filled details. Want the details too? Sounds good to us.

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Freedom

You want to be able to practise for as long as you possibly can – free of any financial worries which may occur down the road. We want to help you.

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Security

You can feel safe knowing that your financial advisor shares your family values. After all, your future is more about them than anything else.

You Take Your Career Seriously

We do the same with your Finances
medical doctor

Time is Money

If that were true, you’d be broke. We understand that it can seem nearly impossible to juggle your work, your family, your finances, and a million other things all at once. The thing is, there’s a reason why it feels that way – it is. We offer detailed and comprehensive explanations about what is happening with your assets – but delivered in a way which is convenient to your hectic schedule.

We’re here to take some of the load off. Your financial security is extremely important, and you understand that more than anyone. It’s no secret that medical doctors are a target for businesses aiming to take advantage of their high earnings. Our goal is that through a transparent and results-driven plan, we can instil confidence in you that we do what we do for the right reasons.

We treat every one of our clients like they should be treated – individuals with circumstances unique to them. In your case, we want you to rest your mind and be confident that we are handling your family’s assets with the same care you would give to your patients.

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Too Busy to Worry about Your Financial Future?

That’s What We’re Here for.

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Your personal information will not be distributed, sold, or traded – it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on Assante’s commitment to privacy and responsible use of information. See here for more details.

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