Pool Pals appreciates that every client’s needs are unique, and that, at times, the wants are more important than the needs. Financial needs, goals and circumstances change throughout a person’s life; therefore it is important to build a relationship of trust between Pool Pals and the client, to enable us to recommend the most suitable products to the client’s needs.


• We build trustworthy professional relationships

• We gather the necessary information from our clients

• We identify our clients’ needs and determine their financial goals

Pool Pals promises to you...

• We commit to service excellence;

• To give personal and special attention to each client;

• To review the needs of each client