WHAT MAKES US DIFFERENT
WE ACT IN THE BEST INTEREST OF OUR CLIENTS
We are committed to acting at all times in our clients’ best interests. We have a strong client service ethic which is embedded as part of our corporate culture. We feel strongly that it is only by living and breathing this behaviour that we can ensure that our clients are the primary beneficiaries of our activities. Our business will only be successful if we treat our clients fairly and serve them with integrity.
OUR COMMUNICATION IS CLEAR AND TRANSPARENT
The founding principle of our business is that: ′We’ll Hold Your Hand?. We strive to provide our clients with the same information and service we would find valuable if we put ourselves in their shoes. It is our fiduciary responsibility to ensure that our clients understand our philosophy, process, approach and investment results. Our clients have faith in our efforts because we communicate clearly with them, remain consistent in our approach and deliver on the promises we make.
WE ARE REALISTIC ABOUT WHAT IS IN OUR CONTROL
We set expectations about our services, strategies and investment performance that the client should anticipate from us at the start of the client relationship. We do not guarantee investment returns, as market returns move up and down. Your investment performance will depend on the movement (up or down) of the underlying assets in your selected investment. We hold ourselves fully accountable for our clients’ investment performance.
INVEST IN THINGS YOU UNDERSTAND
Our experience shows that the only way to build lasting relationships with clients is for clients to understand where their money is going. We want every client to understand our approach to investing and the products we select on their behalf, so that our actions and results do not result in any surprises.
WE CONDUCT OUR ACTIVITIES WITH INTEGRITY
We believe the key to client-adviser partnership is keeping the trust our clients. In line with our culture of acting in the clients’ best interest, we must explain what we will do on behalf of our clients and follow on our promise at all times. It is an ethos that continues to serve us and more importantly, our clients exceptionally well.