Our mission is simple..."To be the Preferred choice for Kiwi's when they need financial advice to make their world a better place"...simple!
You see we don't have stuffy corporate 'people' dreaming up big flash vision and mission statements that are simply that "big and flashy". Our mission is born from the fact that we are clients as well! We understand completely the complexity, jargon and self interests that are rife in the financial services industry.
So our vision is simple...make it easier for you!
Our promise to you - We will always:
- Listen to you
- Always place your interests first
- Help you to determine your needs
- Manage your claims for you
- Be available to you
- Treat your information as private
- Be up to date with industry issues and products
What we expect from you:
- Be open and honest
- Ask heaps of questions
- Talk to us...at any time
- Contact us if you have a claim (so we can help)
- Tell others about us
INTEGRITY - We keep our word
RESPECT - Everyone is important
INNOVATION - Finding new ways to always do better
EXCELLENCE - Striving for the best in everything we do
TEAMWORK - Succeeding together
Firstly and without doubt the most important aspect of our business is our clients. We have many loyal clients who we love doing business with. We are all very passionate about ensuring that our clients have the best advice available to them.
The quote below sums up who we are and why we are successful:
"If you work just for money, you'll never make it, but if you love what you're doing and always put the customer first, success will be yours."