Why do we take part in Financial Planning Week?
As we once again support Financial Planning week, we find a lot of people asking why we are such avid supporters of the initiative. For us it’s simple – it’s about doing the right thing. We all know that access to solid financial education is difficult for many parts of modern society, and access to […]
Life is unpredictable
Money matters, but life matters more. Chance encounters, personal connections, and (to an extent) the unexpected all contribute to what the French would call, Joie de vivre. We use our money to serve these desires, as well as the more mundane side of life. We should also use our money to provide security, space, and […]
Budget summary 2021
Budget summary
2021
15 mins | By James Mohide
The start of a new journey – Impact Report 2020
The start of a new journey –
Impact Report 2020
3 mins | By Steve Watters
Our impact on the environment
What is our Carbon Footprint and how can we reduce it? Climate Change is the greatest challenge facing humanity. We are committed to doing all we can to respond to this challenge. Whilst it is straightforward to measure the carbon emissions we directly cause, it becomes more complex to estimate our indirect emissions (as global […]
Our impact for clients
Read about how we believe that ‘money matters but life matters more’ How does the work we do we impact our clients? We know we do great work for our clients because they tell us. We have heaps of wonderful testimonies from clients (see our website) but is it possible to measure objectively the impact […]
Our impact on our people
What are the next steps and how does B Corp inform them? A lot of companies say it, but we are working hard to show we mean it: People Matter.It’s one of the core values upon which we’ve built our business. We’re proud of what we’ve done but know there’s still more we can do. […]
Our impact on our community
How can we make a wider impact? Our relationship with our suppliers Our values and beliefs are reflected in our choice of suppliers. We have a robust supplier due diligence process with questions designed to ensure that they are a ‘good fit’ for us, focusing on their own impact and encouraging them to consider their […]
Our mission and leadership
“The function of leadership is to produce more leaders, not more followers.” Ralph Nader What is our renewed mission in this decade and how might we continue to lead? Leading the Financial Planning Profession We deeply believe that it is of value for everyone to engage in some financial planning. A key part of the […]
Chartered Financial Planning Firm of the Year – 2020/2021
