RJTE Trust

Our Mission

We are able to assist with reviewing the goals set out in your business plan, analyse how you are tracking towards achieving your goals. Review how the business is currently financed and where applicable - recommend updating financing arrangements.

Analyse your client value proposition (CVP) to best express to your client the value they (clients) will be receiving through your advice.

The Advice Process Review incorporates analysing each of the current steps of delivering advice and outcome to your clients and a review of how well the existing processes are being implemented.

Advice risk mitigation approaches are designed to assist your business meet current regulatory standards and implement the best practices relevant to your business.

Compliance Training can add significant value by designing customised training in consultation with you. We can design training for Financial Planners, Paraplanners, and Admin personnel.

Ongoing assistance program provides our high level service offer, and incorporates ongoing assistance with advice compliance issues. Contact us to find out how we can assist your business to succeed.

Contact 

Please feel free to call us or make an inquiry about our services by dropping us an email and we will respond by contacting you by the next working day