We’re here to work with Australians to improve their financial wellbeing throughout life. Especially in retirement. Our values define the way we work and the organisation we want to be. Every one of our employees works to reflect these values in everything they do.
We always act in our clients’ best interests, with honesty and openness. We deliver on our promises and hold ourselves accountable to the highest codes of professional and ethical conduct. If mistakes happen, we take responsibility and work towards a successful resolution.
We’re passionate about discovering the unique needs of our clients. We help them achieve their personal goals, and we listen and adapt as those needs and goals evolve. We always try to see things from our clients’ perspective and work closely with them so they can interact with us on their terms.
We’re always building our expertise so we can achieve the highest levels of professionalism. We work as a team to stay ahead of changes in our industry and to deepen our understanding of clients’ needs. We strive to stretch our own thinking, and grow and learn from our experiences.
We’re adaptable and entrepreneurial in our thinking. We’re always looking for opportunities and astutely managing risks. We’re driven to find solutions and overcome barriers so we can deliver the best for our clients and our colleagues.
We work to lead and shape our industry, and set the standard for professionalism. We’re proud of the value we deliver to our clients and shareholders, and it’s important to us that we use our deep experience, expertise and insight to change lives for the better.
We know we can achieve more together than we can as individuals. We actively support our colleagues and connect across teams to deliver better outcomes for our clients. We share open, honest feedback and help each other to excel.