The Waugh McDonald Experience
Our service model is designed around a high-touch, high-value engagement process tailored to your specific needs and preferences. We recognise that wealth management requirements vary based on individual circumstances rather than net worth categories.
Customised Service
We tailor our service calendar to each client relationship, ensuring you receive appropriate attention while leveraging technology for efficiency.
This personalised approach delivers the right level of service intensity for your unique situation, whether you prefer comprehensive ongoing engagement or a more focused review structure
Regular Communication
Your wealth journey is supported by comprehensive communications, including:
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Monthly portfolio progress reports
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Quarterly strategy reviews
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Ad-hoc consultations as circumstances require
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Market updates and commentaries
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Annual comprehensive reviews
Progress Tracking
We systematically track progress toward your established goals, providing clear visibility into your advancement across key areas:
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Family-Centric Planning
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Sensible Investment Models
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Well-Structured Solutions
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Disciplined Process Implementation