Client Experience

We take enormous pride in delivering the best client experience and are dedicated to optimising the chances of your financial well-being. In this regard you can expect effective on-going service and a commitment to regular advisory sessions.

01

You and your family

First Meeting

Becoming a Kanan Wealth client

Service Level Agreement

02

Investment

Report and Monitor

Insurance

Review and Structure

Financial Wellness Review

03

You and your family

First Meeting

You and your family

First Meeting