Our Values

We have a clear set of values that drive our behaviour and success, helping our business and employees deliver outcomes that reward our clients and other stakeholders. Our values reflect who we are and they guide the actions that we take.



We take an objective, ethical and long term view when making decisions and then implement those decisions with passion. We always aim to do the right thing, not the easy thing. 

  • Think objectively about the business when making decisions, then implement with passion
  • What is the right thing to do? Don’t shy away from the answer: Do the right thing.
  • Confront issues and solve them: Confronting an issue is not the same as being confrontational.
  • Know what the business is for and what it is not.



We approach tasks with an openness and flexibility of mind. We use our experience to innovate and adapt to broader industry trends as well as being a company that can and has changed the course of events

  • Think and act where possible like a small business.
  • Anticipate problems and issues, don’t just react.
  • Be someone who can change the course of events.
  • Look for new ways of doing things.



Our honesty, transparency and professionalism has helped us achieve a strong reputation for integrity amongst our stakeholders, regulators and industry peers. Be honest and open in your dealings with:  

  • The Company,
  • Customers and Advisers
  • Shareholders
  • Regulators
  • Suppliers, and others with whom we come into contact.



We set ambitious goals and work hard to achieve them. This philosophy serves to realise our potential as a market leader.

  • Make the effort to complete a task, and get ‘it’ right.
  • Communicate before it is necessary, not after the event.
  • Make things happen. Go the extra mile.



We look after our colleagues and customers which fosters strong relationships based on trust and mutual respect. We keep them in mind when making decisions and communicating.

  • Treat others as you would have them treat you.