CLIENT SERVICING

At Affnity Legacy Planning we understand that the true underlying value in our business model is our relationship with our clients.

It is therefore core to our short, medium and long term strategy to meet and exceed our clients' expectations.

It is common knowledge that every individual has a preference on how often they would like to review their estate planning arrangements and bi-annual analysis may not cater for everyone's needs.

To continually ensure our recommendations are relevant to both a client's arrangements and future planning, Affnity Legacy Planning will work with the client and their individual needs and schedule to create a tailored review process.