About Us
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.
HOW WE DO IT • 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 |