top of page

Port Macqiuarie town beach

What is a Customer Service Charter?

A customer service charter outlines promises that we as a business make to you.

Our charter contains information on how you can expect to be treated while dealing with us here at Bugden & Partners.

Our Promise to you


“Committed to quality and Continuous Improvement”

We will ensure our staff members are properly trained to provide you with the information you need to make the best decision regarding your personal situation and needs.


We value our clients and pride ourselves on providing a high quality and proactive level of ongoing service and advice that is determined by the demands of our clients’ unique financial circumstances.




“Honouring our obligations and commitments to our clients”


We will endeavour to explain the service that we provide and the true cost, benefits and consequence of any product or service you purchase from us.


We will always explain paperwork to you in a way you understand and support our advice with timely, easy to comprehend documentation.


We will always attempt to give you the best advice – even if it means losing your business to a competitor.



“Your best interest are our best interests”


Genuine care and concern for our clients is a key at the core of the way we operate at Bugden and Partners. Our clients are our business, so we commit to knowing who they are, what they have, what they need and most importantly, what they are trying to achieve


As industry professionals and members of the peak industry bodies, Bugden and Partners commit to always acting with integrity in our dealings with our clients and with each other.


At Bugden and Partners, we promise to listen to you with understanding. We promise to be professional, efficient and friendly at all times.


“Quality Advice, at the right price”


On occasions that we feel it is appropriate for us to charge a fee for our services we promise that it will be reasonable and justifiable. What’s more, we promise that the service we provide you will be tailored to your specific needs, ensuring that you get the most out of your dollar.

All fees will be clearly documented in a statement of advice so you can see what you are paying for and where that money is being distributed.

We promise to be clear and transparent at all times.



“Protecting your information”


When our clients provide us with important personal and financial information, we are committed to ensuring that this information is stored securely and will not be distributed to any other party without your prior consent.

bottom of page