My Values
Our values are: trust, integrity, experience, commitment and always providing a warm welcome.
Trust
Your trust is of utmost importance to us. We recognise that trust is something that must be earned over time. We firmly believe that the strongest relationships are founded on mutual trust, which is cultivated through experiences of consistent reliability. The cherished principle of "Relationships of Trust" is at the core of all our endeavours on your behalf.
Integrity
We uphold honesty and consistency in both our words and actions, setting a leading example through our behaviour in every task we undertake on your behalf. Our commitment is to always do what is right, following ethical principles and values without compromise.
Experience
With a client-centered approach, we bring together 25 years of collective technical industry expertise, competencies, and knowledge among our key personnel.
Commitment
At the core of our business culture lies the fundamental ethos instilled by our founder, Christine Le: treating every client with the same level of care and respect she would want for her own mother. This unwavering commitment to compassion and dedication continues to define our approach to serving our clients.
A warm welcome
You can expect a heartfelt greeting every time you reach out to us. We prioritise listening attentively, ensuring we thoroughly understand your situation. Our aim is for you to feel truly heard and acknowledged. Once we grasp your needs, we work diligently to deliver the outcomes you seek. Throughout the process, we endeavour to inspire confidence, provide encouragement, and pave the way for your success.
Tailored financial planning solutions
A warm welcome
You will always receive a warm welcome. The Practice will listen, listen and listen again. We will understand your circumstances in depth. Our goal is for you to feel you have been completely heard and understood. We then get down to how we plan to help you achieve the results you require. All the while, we strive to make ourselves a conduit for encouragement, confidence and success.
Experience
Drawing upon 25 years of collective technical industry expertise, competencies, and knowledge, coupled with a client-centered approach, we specialise in crafting personalised financial planning solutions aimed at ensuring your financial security. Our primary objective is to nurture and safeguard your wealth, offering you the peace of mind needed to pursue your optimal life. With prestigious designations including Fellowship and Chartered Status in Financial Planning Services, accreditation by the Society of Mortgage Professionals for mortgage advice, and a Chartered Financial Analyst (CFA) designation, our tightly knit team is fully equipped to deliver top-tier service.
Our Commitment to You
The Practice want your wealth to do more for you. And we want to make your journey with us enjoyable and progressive.
• Our goal is to get you to where you want and need to be financially, so you can live your best life.
• We will provide realistic and constructive planning for your life goals, individually aligned with your finances.
• We will plan meticulously with you and on your behalf. Whatever is important to you is important to us.
• We aim to deliver results by unpacking complex situations and needs.
• We aim to deliver results by providing effective, practical, simple solutions.
• Our growth plans and capabilities mean we are able to continuously provide you with the most suitable products and services in the market.
• We adapt, change and evolve appropriately to overcome market challenges, so we can successfully meet your needs at your different life stages.
• We look forward to meeting you and continuing to build and strengthen our relationship with you, and your families.
• We look forward to working with you over the coming years and into a long and healthy retirement.
Christine Le
Eastern Horizon Wealth Management
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