As Financial Planning and Investment Specialist professionals, our obligation is to create and protect wealth for our clients through delivering the highest standard of professional advice and service and striving to safeguard and improve the financial well-being of the community we operate in.
Therefore, we promise to act in a fiduciary capacity at all times. This means:
We will take the highest standard of care, loyalty, skill and honesty when acting on your behalf by always exercising professional judgement to act in your best interest, whilst managing any conflicts of interests.
We also promise to
Uphold the Financial Planning Associations Code of Ethics and commit to operate in accordance with the Financial Planning Associations Code of a Professional Practice.
Maintain the highest standards of technical and professional knowledge and skill, and consult or refer to other professionals as necessary, to ensure we deliver professional services competently.
We have met the FPA’s strict and rigorous eligibility and ongoing commitment criteria, including having a high proportion of CERTIFIED FINANCIAL PLANNER® practitioners – the highest standard of achievement for financial planners in the world.