Key Takeaways from Our Client Survey & Announcing the Survey Draw Winner.

We are thrilled to share the results of our recent client survey. Your feedback is invaluable in helping us evaluate and enhance our services.

Here at Yovich & Co, we strive to offer and maintain the highest level of customer service to our clients. We are extremely encouraged by the survey feedback and take great heart in hearing that our adviser team are hitting the right marks. Central to providing such good service is having a genuine care and understanding of our clients’ financial needs, goals and the services they require, along with promoting open dialogue to constructively address concerns and provide education around complex concepts. With extensive financial knowledge, our advisors instil confidence and provide reliable guidance on investment decisions to achieve positive long-term investment outcomes.

 
General Service Feedback

1. Communication and Frequency
   Average Rating: 4.4 out of 5
   We are pleased to see a high level of satisfaction with our communication practices. To further improve, we have welcomed two new financial advisers to our team. Additionally, we have now transitioned our monthly market updates to weekly to keep you informed more regularly.
   
   
2. Investment Meetings
   Average Rating: 4.3 out of 5
   Your feedback indicates that our clients are satisfied with the frequency of our investment meetings. Please feel free to reach out should you need to meet with your financial adviser to review your investments and strategy, and we will accommodate your request as soon as possible.
   
   
3. Technology Solutions
   Average Rating: 4.2 out of 5
   We understand the importance of robust technology solutions for communication and account management. To enhance your experience, we have partnered with NZX Wealth Technologies as our custodial platform. As part of this platform, we can provide you with client portal access so you can keep track of your portfolio.
   
   Please reach out if you would like to have portal access set up on your account. (Applicable to Personalised Portfolio Management and Administration clients).
   
   
4. Overall Satisfaction
   Average Rating: 4.4 out of 5
   We are delighted with your positive overall satisfaction rating. We are committed to maintaining and improving the high standards of service that you expect.

Survey Participation

Thank you again to everyone who participated in the survey. Your insights are crucial for our continuous improvement.

Survey Draw Winner

Congratulations to Julie P, the winner of the $150 voucher for Split Bar and Restaurant!
We appreciate your ongoing support and look forward to serving you even better in the future. If you have any further feedback or questions, please do not hesitate to contact us.

Disclaimer: “Yovich & Co Limited believes the information in this publication is correct, and it has reasonable grounds for any opinion or recommendation found within this publication on the date of this publication. However, no liability is accepted for any loss or damage incurred by any person as a result of any error in any information, opinion or recommendation in this publication. Nothing in this publication is, or should be taken as, an offer, invitation or recommendation to buy, sell or retain any investment in or make any deposit with any person. The information contained in this publication is general in nature. It may not be relevant to individual circumstances. Before making any investment, insurance or other financial decisions, you should consult a professional financial adviser. This publication is for the use of persons in New Zealand only. Copyright in this publication is owned by Yovich & Co Limited. You must not reproduce or distribute content from this publication or any part of it without prior permission.