Our vision and values

We understand the importance of appointing the right financial planner for you, and appreciate the level of trust our clients put in us to manage their retirement funds. Your needs drive our vision and values, underpinning everything we do through our Money Confidence™ System.

Customer focused

We put our clients’ needs at the heart of all our activities and decisions, ensuring that your financial plans are right for you. Our advisors take the time they need to understand the kind of retirement you aspire to, and work with you to help you realize those ambitions.

Integrity

We take our fiduciary responsibilities seriously, making sure that our clients understand our advice, get the evidence they need to make informed decisions and appreciate the risks that their investments might face. We operate with integrity across all our activities.

Sustainability

Our business model is based on sustainable relationships, so developing financial plans that work in the long-term for our clients are essential for our success. We will not make decisions for a quick-win, if they will have a negative impact in the future.

Transparent

We endeavor to provide relevant, up-to-date and useful information to our clients, demonstrating why we advise particular courses of action. We’ll be open about how we can help, and point you to trusted professionals in other organizations when we can’t.