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Doing good is good business

Bernardo Trujillo

Toro Financial Planners is a wholly independent financial planning practise founded in mid 2006. Our environment is exciting, challenging and rewarding. Growth has been excellent, but what has has been particularly rewarding is our extraordinary client retention rate. Integrity, empathy and transparency are our core principles. Above all, we own mistakes and do what is necessary to make it right - we will always place our clients' best interests first. We are dedicated to providing insurance & investment products that provide quality protection with value pricing.

We wish to establish a successful partnership with our clients, our staff members, and the companies whose products we represent, that respect the interests and goals of our clients. Success will be measured by our clients choosing us and staying with us because of their belief in our ability to meet or exceed their expectations of price, service, and expertise. We aim to be completely independent by choosing the product which best suits the client’s needs, not the company’s needs or the broker’s pocket. We aim to deliver the best advice at all times regardless of the income that advice generates.