The Customer as CEO
Before work begins on a customer’s financial construction or
mortgage, Sky Unlimited assists in formulating a clear set of personal
goals and objectives. These will form the basis of the final financial
plan. We view our customer as the CEO (Chief Executive Officer) of
his or her own personal ”company”, which means the customer is in
control at all times. Sky Unlimited aims to work with you as a team,
much like a ‘board of directors’, to ensure that your personal company
works as efficiently as possible. No CEO can work without having a good understanding of the key
elements that make up a company, and this is equally true for you as
CEO of your own personal company. In our view, your personal company will be successful not simply as
a result of having us as your financial advisor, but more importantly,
by us having provided you with the keys to how you can become your own
financial advisor! It goes without saying that Sky Unlimited will
continue to be your consultant, sparring partner, and focal point when
it comes to making decisions as your needs change and as financial
markets change.
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