Fund is designed to make the connection between property and finance more useful. D&J introduces clients to trusted partners while keeping professional responsibilities clear.
Begin with the client’s purpose
D&J first clarifies the property decision, timing and type of help being requested. That allows the referral to be made with a useful introduction rather than a name alone.
Share context with permission
With consent, relevant property and portfolio information can be provided to the partner. The client controls what is shared and discusses personal circumstances directly with the adviser.
Keep advice responsibilities clear
The licensed finance professional provides credit advice and recommendations. D&J stays connected to the Find, Manage and Grow work so agreed property actions can follow that advice.
This article contains general property information only. D&J does not provide personal credit advice. Credit services and product recommendations are provided by appropriately licensed finance partners and remain subject to assessment and approval.