A team is nothing without a strong culture. We strongly believe in an actively promote our core values:
Trust – Our relationships are built on mutual trust.
Transparency – We embrace honest and clear communications.
Empathy – We put ourselves in your shoes.
Innovation – We constantly seek for more effective and efficient solutions.
Culture and Benefits
We are acutely aware of the fact that our success as a company is a direct result of the strength of our team.
To solidify our ‘team first’ focus, we offer the four key employment benefits:
You are the master of your own destination and you’ll be given the freedom you need to shine.
We hold regular team events to ensure you have ample opportunity to express your individuality, bond with colleagues and let off some steam.
We provide team members with support and time out of the office to pursue further education.
With respect to operational requirements, we do our best to provide a flexible working environment.
We support and encourage your career progression through our unique “POD” structure.
A POD is a small group of different roles (adviser, associate and administration) with a shared purpose to complete a project, which in our case is the entire advice process for our clients.
By earning experiences within the team and pursuing further education, there are a plenty of opportunities for someone with no industry experience to step up as a financial adviser and eventually become a supervisor.
We also offer equity to our key staff who have been with us for more than 2 years. This buy-in opportunity is what makes us stand out from other firms.
Join The Team
Interested in joining our team? Send us an enquiry with your resume and we will get in touch when there is a vacancy.