Our Intent

Our key objective is to create and grow embedded value by efficiently growing income earning assets, providing a reliable, sustainable and predictable revenue stream.

To achieve this we are building market leading face-to-face advisory services and direct to client services.

For our advisory services we are partnering with and offering compelling incentives to quality advisers who want to grow the value of their client bank.

We partner with advisers that grow assets at a client level through true client relationships based on service and value.

We recognise that to retain and attract the quality of advisers and principals to deliver against our objective we need to offer:

• aligned interests so that advisers and principals also benefit from efficiently growing income earning assets
• distinct choices of how to operate, distinguished by
  • operating model
  • costs charged
  • services received
• caps on what we charge on commissions so that we do not penalise success
• real ‘value added’ and ‘value for money’ support services

For our direct to client services we create mutually valuable long term relationships with clients looking to deal directly. We offer the great value associated with dealing direct combined with an ease and convenience of use, and excellent service with the personal touch.

This is delivered through:

• intuitive and clearly laid out web sites and brochures with no jargon
• review services to help clients understand what they already have
• wide choice of “no load” products
• our top picks from the market by our expert product research team
• excellent telephone support if the client needs help
• referrals to expert face-to-face advice when requested