OUR VALUES
Mission
To help individuals and small businesses move towards the financial freedom they deserve. We wish to provide guidance in achieving success in a healthy, sustainable way.
Purpose
Provide a service that is valued by our clients and helping the little people in business grow and prosper. We believe in personal, focused contact with our clients to empower their financial decisions.
Core Values
Accountability – for what we say we will do and to finish what we start.
Honesty – in all dealings with clients and no sugar-coating of underlying realities.
Work to live – not live to work.
Synergy – we know that helping you achieve your success will in turn, provide us the pathway to our own.
Trust – we respect that you will trust us with your intimate financial and sometimes personal information, that information will remain private.
Respect – each person that engages with us will be treated with respect and courtesy, manners cost nothing!
Giving Back
We believe in supporting our local community. We currently assist community groups such as the WA Trout & Freshwater Angling Association. We also undertake the audit of our local school’s P&C accounts so they can retain as much of their hard-earned fundraising money as possible.