Our Value Proposition

The 'role' of a Financial Planner can be described in four stages:

• Coach - to track client's lifestyle goals via a disciplined approach;
  
  
• Adviser - to interpret complex issues and to implement a strategic solution for the advantage of clients;
  
  
• Mentor - to educate and communicate solutions and outcomes;
  
  
• Project Manager - to review debt management, risk management, estate planning and other important financial matter
  

Based on these roles, Diamond Financial Solutions value proposition is:

• Integrity - Our level of service, professionalism and dedication to clients will never be compromised. We will endeavour to conduct ourselves in an ethical and socially responsible manner at all times.  
  
  
• Passion
  
  
• Vision - Through forward planning we will provide a framework that will see our company continue to adapt to the modern economic environment to ensure client security, maintaining carefully trained staff committed to serving the interests of our clients.
  
  
• Resourcefulness
  
  
• Excellence