Culture & Values

Culture & Values


A unique culture where high performance is combined with caring

Our mission is to improve financial health in communities and our aim is to be one of the world’s leading service companies.

We are renowned for freeing our clients of money worries so they can live the lives they want. In the process, we’ve also earned a reputation of trust for delivering truly customised solutions and caring support that takes the work and worry out of money management.

In pursuit of our mission, we foster a unique culture that combines the value of high performance with caring. Both elements are driven by our commitment to helping people achieve their financial goals and live worry-free financial lives.

We value:

Caring Responding to others compassionately and authentically

Making a difference — Delivering services and solutions that truly enhance people's lives

Financial responsibility — Acting in the best interests of our clients.