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We are what we repeatedly do. Excellence then is not an act, but a habit.
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14 April 2010 CATScan - Client Satisfaction SurveyTo know what we do well and where we can improve is important. Accordingly, we recently engaged Business Health Australia to perform a Client Satisfaction Survey. Randomly selected clients were sent the confidential survey forms and the aggregated results were reported. These results reflected how clients rated both their advisor and Newell Palmer Securities across key performance areas. This Identified both where we are able to improve and opportunities to provide an even better service. The responses generally reflected the strong partnership we already share. Most clients felt our service to be of such high standard they would refer Newell Palmer to friends and family. Referrals are a valuable part of our business and highlight the strength of the relationship between referrer and advisor Also indentified were areas with room for improvement. The responses suggested we could improve by increasing personal interaction, offering more ‘me-specific’ correspondence and advice, more pro-active communication and investment recommendations and the involvement of other members of the Newell Palmer team apart from your adviser Responding to this feedback and in order to continue building mutually rewarding and successful client relationships we implemented positive changes in the following areas
Whilst clients reported they are satisfied with our overall standard of service, we are confident that the changes will result in a noticeable improvement in areas which needed some extra attention This is our second Customer Satisfaction Survey. Business Health Australia, specialist solution providers to the financial services industry, advise us that less than a third of financial planning practices perform these surveys. We have found the feedback to be of immense value and accordingly we are already planning for survey number three To see a summary breakdown of the results of our survey, please click here To we  20 July 2009 Richard Jackson & Judy PryorWe would like to welcome Richard Jackson & Judy Pryor to the Newell Palmer Securities team. Richard, a financial planner, graduated with a Bachelor of Economics from the University of Sydney in 1984. He originally worked within a large bank for 8 years, spending 3 of those years in London. Upon returning to Sydney, Richard joined his family’s furniture manufacturing business prior to entering financial planning in 1999. Richard has a Diploma of Financial Planning from the Financial Planning Association and is an ASX accredited listed products adviser. Judy, has worked in the financial services sector for over 15 years and completed a Bachelor of Business in 1998 to formally complement her experiences within small to medium sized independently operated professional practices. Judy’s understanding of the requirements of portfolio management is broad and her technical & administrative support to advisers ensures that client portfolios are managed reliably & accurately. Both Richard and Judy commenced at Newell Palmer Securities on 1st July 2009.  4 May 2009 Newell Palmer Securities Website UpgradeThanks to your feedback and advances in technology, we are pleased to present you with our new dynamic & user friendly website. We encourage you to take the time to familiarise yourself with our new features such as:
We are confident that by bookmarking www.newellpalmer.com.au as one of your favourite webpages, most of your online financial requirements will be found at the click of a button. Client Login PageWe would like to offer our valued clients access to the client login page. By applying for this feature you will gain access to a wealth of information such as:
If you are a client of Newell Palmer Securities and would like access to this section, please simply contact us at (02) 9906 8066 or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it |
