Trust is our online assessment tool.
Trust for Business
For businesses, the purpose of Trust is to identify areas within your business that may require your attention.
The aim is to highlight and prioritise the issues that you, as a business owner, may need to address in order to improve the overall performance of your business.
The Trust assessment is a series of questions which, when answered, will allow Trust to generate a report which will summarise and highlight those areas of your business which may not be performing as well as you would like them to be.
Our assessments for business are:
- Business Improvement
- Financial Health Check
- Financial Planning
- Strategic Planning
- Succession Planning
Trust for Individuals
For individuals, Trust will help you to clarify your personal financial goals which are most important to you.
By answering a series of questions through Trust, the information you provide will allow Trust to generate a report which will identify the areas you need to focus on in order to reach your goals and have the lifestyle you’ve always dreamed of.
Our assessments for individuals are: