knp Financial Services Client-first Philosophy

At the heart of our advice philosophy is the approach;
“Can we help this person?”

 

Through our discovery process, we take the time to uncover and understand what the person truly wants for their future.

By finding out what they want we determine what it is they have to do for them to achieve their goals.

If we believe we can help, we engage on a fee for advice relationship that is centred on the actions and disciplines that are needed for the client to achieve what they want for their future.

We are a 100% privately owned business. We only focus on what the client needs to do to achieve their goals. We have no bias as to the assets they are comfortable with or any institutional product.

If we are unable to help, we suggest alternatives that will allow the client to pursue other solution options.

We only engage with clients who are seeking advice and guidance, prepared to act, prepared to be disciplined, and want to be actively engaged with their journey.

 

The Banking and Finance Oath

The Oath
Trust is the foundation of my profession.

I will serve all interests in good faith.
I will compete with honour.
I will pursue my ends with ethical restraint.
I will help create a sustainable future.
I will help create a more just society.
I will speak out against wrongdoing and support others who do the same.
I will accept responsibility for my actions.

In these and all other matters;
My word is my bond.

http://www.thebfo.org/The-Oath/Mission-and-objectives