Mike Fitzsimons
Plum Financial Services has relaunched its suite of financial and lending services with additional tailored services to cater to high-net-worth clients and executives.
The new service, titled Momentum, offers refreshed financial advice and mortgage lending offers, as well as Momentum Private Wealth, an additional service which caters for the more complex needs of executive members.
The managing director of Plum, Mike Fitzsimons, said the relaunch followed client feedback on its financial planning services.
“In 2007, we went out to our members and asked them what they thought of the education, relationship and financial advice model … we felt it did not fully cater to high-net-worth individuals,” he said.
“Our financial planning model … [has] a comprehensive vetting process of all advisers to assist Plum’s members in receiving the best value and quality advice,” Fitzsimons said.
