Integrity – We do not put our interests in front of yours.
• A genuine commitment to helping you meet your financial goals
• Complete honesty and forthrightness in all our dealings with you
• High standards of professional conduct at all times
• Complete trustworthiness when handling your personal & financial details
Transparency – Being honest and upfront about our fees
• We declare conflicts of interest if they arise
• We believe honesty is the best policy
• We disclose to you clearly and concisely how we get paid for our advice
Efficiency – Success in achieving a financial plan in a reasonable timeframe to get you on track sooner
• We go through our professional Financial Planning process informing you of the progress the whole way through
• We work to minimise foreseeable delays in processing of insurance applications or investments to help ensure we implement your financial plan with your immediate needs in mind
Excellence – To set the highest standard of service in dealing with our clients
• We believe there is always room for improvement and that the never ending search for improvement leads to excellence. We aim for excellence in everything we do.
• We strive to deliver the appropriate product or service to meet the needs of our clients
• We dedicate time and effort to self improvement and continuing professional education and development