Client Engagement & Marketing

Client Engagement & Marketing

Clients need to be kept up-to-date on their portfolios and the progress towards their goals. But there is a lot more that can be done to bring a client experience to life and create an emotional connection with your service and your firm.

At Harbour Reach, we can help set you in the right direction, shaping your value proposition and bringing your vision to life.

We can begin by guiding you in formulating an investment philosophy that fits your beliefs and resonates with your clients. We can then provide regular market commentary and materials, saving you time and keeping your clients informed. We can also be present at your events and deliver updates in person.

There’s no one-size-fits-all solution. How we can help best serve your clients is determined by your brand, your value proposition and your client needs. Whatever your service needs, we’re here to support you.

IMPORTANT INFORMATION

The contents of this site are intended for financial advisers or other wholesale investors as defined by the Corporations Act.

By clicking "Accept" you are certifying that you are a "wholesale client" within the meaning of section 761G of the Corporations Act and are agreeing to be bound by the terms and conditions of use of this site, details of which can be found by following the "Terms of Use" link at the bottom of the page.

Nothing on the website should be construed as a solicitation, offer or invitation, or recommendation, to acquire or dispose of any investment. Harbour Reach is not providing any personal advice or recommendation regarding any financial products within the meaning of section 766B of the Corporations Act.

No consideration has been made of any person’s investment objectives, financial situation and/or needs. Prospective investors should make their own enquiries and should seek all necessary financial, legal, tax and investment advice.

 

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