During a lengthy and highly productive Strategic Planning process last year, we engaged every member of staff to help distil out the essence of who we are and what we offer to clients and other stakeholders. We used this intel to redefine our company’s guardrails in the form of our Vision, Mission and Core Values.

Mission:

“To provide superior financial outcomes to clients, uniting the operational standards of the Big Guys with the agility of the Small Guys”

Vision:

“To be the most respected agency in our industry, well known in our target markets for the strength of our service, performance, and compliance”

Our Family Values:

1. Build Relationships.
2. Live a Life of Integrity.
3. Blend Professionalism with Authenticity.
4. Embrace & Drive Change.
5. Deliver Client Service Excellence.
6. Every Role is Powerful –> Own Yours!
7. Help Others.

These 3 components have helped build our strategic foundation and are used extensively throughout our organisation to guide decision making across all functions and departments. This means that when Clients and their Customers engage with us, they have increased clarity around exactly who we are and what we represent as an organisation.