Our values

It may seem odd that financial advisors talk about values!  It is all about money isn’t it?  Aren’t values meaningless cliques on a corporate tick list? 

Values should govern the way we reach decisions.  Values define who we are and how we behave.  Values go beyond a code of ethics, which provide rules on what businesses do and are still important (e.g. no deal conflicts), to define you as a person as well as a professional.

What are our values?

• Value the relationship before the transaction

• Put the client agenda before your personal agenda (and ego)

• Tell the client what they need to hear not just what they want to hear

• Say what you’ll do knowing you’ll do what you say

• Treat others with the respect that you would like to receive yourself

• Treat the client’s money and assets as if it were your own

These values impact our decision-making.  We believe that to get from good to great service, you need the following:

n       Disciplined People

n       Disciplined Thought Process

n       Disciplined execution

Our values are linked directly to how we execute all three tenants of our service provision.  

We think it should matter to you:

• You have to work with your advisors closely.  Your advisors don’t need to be the same as you – in fact having a different perspective can be very beneficial – but you do need to get on with them.

• Your advisors represent and reflect back on you.  Buyers, sellers, professionals, staff all assume things about you from your financial advisor.

• Above all else, your relationship with your advisor has to be based on one of trust.

  And yes, money is still VERY important to us.