The Banksia SPIN

What happens if the Banksia Advisor I work with leaves Banksia Partners?

All our clients have a relationship with both a senior Banksia Advisor as well as a ‘secondary’ advisor. Therefore, each Banksia client effectively has two Banksia Advisors who are well acquainted with their situation.

Our strongly held view is that clients are Banksia clients rather than clients of individual advisors. As a consequence, clients can be confident that we are highly motivated to work closely together as a team to serve their needs.