At MLG Financial Planning our mission is to help you achieve your financial goals with confidence and clarity. We are committed to providing you with the highest standard of financial advice, service, and support. This Client Promise and Service Charter outlines the values, principles, and commitments we uphold in our relationship with you.

As your trusted financial planning partner, we promise to:

Listen and Understand Your Needs 

We will take the time to understand your unique financial goals, concerns, and aspirations. Your priorities are at the heart of everything we do, and we will tailor our advice to suit your individual circumstances.

Provide Clear, Honest, and Transparent Advice

We will provide financial advice that is clear, straightforward, and easy to understand. We will be transparent about fees, charges, and any potential conflicts of interest, ensuring that you are always informed and empowered to make decisions.

Act with Integrity and Professionalism

We will always act in your best interests and maintain the highest standards of integrity. We will never recommend products or services that are not in alignment with your needs.

Maintain Confidentiality and Privacy

We respect the privacy of your personal and financial information. We will never share your details with any third parties without your consent, and all data will be handled securely in accordance with relevant privacy regulations.

Provide Ongoing Support and Review

We are committed to helping you stay on track towards achieving your financial goals. We will regularly review your financial plan and make adjustments as necessary to reflect changes in your life, market conditions, or financial circumstances.

Deliver Timely and Responsive Service 

We understand that your time is valuable, and we will respond to your inquiries promptly. We aim to provide timely and efficient service, ensuring that you never feel left in the dark.

Support Your Financial Wellbeing

Beyond financial advice, we strive to educate and empower you. We will help you understand your financial choices and give you the tools to make informed decisions that support your long-term financial wellbeing.