If you enter our Regan Financial offices, you will see the following list of promises prominently displayed. Feel free to let us know how we are doing during or after the process.
Listening We will listen carefully as you tell us about your financial goals and requirements.
Clear We will avoid using jargon.
Independent We are not tied to any financial institutions, and we can offer unbiased advice on a wide range of products.
Advice Based on the information provided by you, combined with our market knowledge, we will seek the very deals to suit your circumstances.
Impartiality There will be no conflict of interest in our dealings with you due to our complete independence.
Helpful If you are unsure of any aspect of the detail, please feel free to ask for a clearer explanation.
Privacy We respect your personal information and will take all reasonable precautions to protect your privacy. Any personal information collected by us will be used only for the purpose indicated.