In life, relationships are a two way street, in that you are both assessing and evaluating each other. At MDK Wealth Management it is our goal to get to know you, to see ‘where you are coming from’, but is is equally important for you to ‘get to know us’. After all, when meeting with your financial plannner or any financial professional for that point, you are actually deciding whether you trust that individual or organization to look after your financial affairs, whether it be taxation, superannuation, investment, insurance or estate planning issues. In order to do this, it really helps to understand the individual or organization’s background, and perhaps more importantly their philosophy, principles, values upon which the business is based.
At MDK the philosophy is based on the following;
