Our commitment to offer our clients the best.

OUR CORE PILLARS

At New Dawn, we put you, our clients, at the heart of our business. Our independence and private ownership enhance our ability to provide you with unbiased and objective advice.

Our commitment to offer our clients the best is supported by 7 core pillars:

Why Us

Independence

New Dawn guarantees independence in the financial advice that we offer to each to each of our clients. Our approach to investments is client-centric. We look at the needs of the client by fact finding and profile them to come up with a sustainable financial investment plan. We also look at your assets that have the potential to make income and help you unlock that potential to allow for more income.

In all these services, we work with different services providers that are customized to your needs as a client. We look at the disposable income, length of investment, age, current needs, future plans and risk then offer you an independent financial plan that forms part of the overall wealth management strategy. Through this process, our sole commitment is to serve each client independently and suitably with the aim of growing your wealth.

Commitment

We are committed to the clients we serve and take pride in the independence, objectivity and the thoughtful advice we offer families and institutions that trust us with their assets.

Our desire is to keep perpetual focus on this great legacy for generations two, three, four and beyond.

This commitment to remain independent is unwavering, so you can rest assured future generations will have the same independent counsel you receive.

Our Process

New Dawn wealth management process is distinctive. We begin with a Discovery Process that gets to the heart of what our clients are seeking to accomplish with their existing wealth management strategy — both personally and financially.

After the discovery process, we highlight and bring to attention areas that have not been addressed in the existing strategy. To assure strong results and maximum success we work closely with key partners such as investment advisers, insurance professionals, real estate experts, tax specialists, estate planners, legal professionals and charitable gifting professionals, to make certain that our clients’ interests are served to the highest level. Ultimately, our goal is to ensure your greater peace of mind — protecting, preserving and growing your wealth.

Client Satisfaction

Our dedication to providing exceptional service has resulted in enduring client relationships.

We are continually working to exceed your expectations. Our high client retention rate confirms our commitment to client satisfaction.

Expertise

The depth of expertise among our personnel is one of our competitive advantages. Our staff includes teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting. All of this means exceptional advice to our clients.

Results

At New Dawn, the partnership does not stop at the recommendation.

We work diligently with you on implementing those recommendations and regularly monitor their performance all the while keeping your needs at the core of it all.

Legacy

Our visionary legacy to create an entity greater than its owners, an organization that is strong and would live for an indefinite period of time, incorporating dedicated skilled personnel to enhance the ongoing value of the firm is a commitment we honor continually with our clients being the heartbeat of it all.