"As a result of our philosophy and values we have built a team dedicated to getting the best possible outcomes for our clients, whether it be in the field of taxation, business advice or investing for retirement, by taking a very personal interest in each and every client."
We consider that businesses generally operate within either a market or a profession. Businesses that operate within a market sell products and services to the market place for a profit… their own profit. They satisfy demand or want from their market. Operating within a profession however involves subordinating our own interests to those of our customers or clients.
As a business that operates within a profession, we believe we must act in our client’s best interest first, serve the interests of profession second and ourselves last. This philosophy may seem very selfless and perhaps counter intuitive to running a successful business. We recognise however that our business is built on:
- Our reputation.
- Lifelong relationships with our clients.
- The quality of our people.
Each of these ingredients, we believe, are best maintained through our basic philosophy of acting in the best interests of our clients at all times.
To know what is the ‘right thing to do’, to be honest and truthful with ourselves and with our clients at all times.
To make sure we act upon our integrity, even when it may be difficult or unpopular to do so.
To act in a way that builds our client’s trust in us and to trust ourselves and our abilities when dealing with our clients.
To create an environment where our people grow and enjoy coming to work each day and our clients enjoy dealing with us.