Our values
Defining our values has been very important to us here at Five Pillars. That’s because the values we hold as a business guide the way we behave, the decisions we take and the goals we aspire to.
Our company values are something we look for in prospective employees, as it is critical that everyone who works for us lives and breathes them too.
Five Pillars aims to be a world class financial planning practice and we seek to achieve this by applying our company values which are as follows:
We value innovation
We continuously review our processes, systems and policies to ensure that we are offering the very best that’s possible to all of our clients. We’ve invested in new technologies as well as a wide range of educational opportunities for our employees so that we are ‘ahead of the curve’ in terms of how we look after you and our knowledge of what financial opportunities are on offer. We look for business partners who offer resources that allow us to offer better services and outcomes to our clients.
We value competence
Maybe this sounds like a given, but we’re here to say that not all financial planning firms are created equal. Five Pillars applies very stringent criteria when it comes to choosing who works for us. Our advisers are all exceptionally well-qualified, and have many years of substantial technical expertise that they are able to apply for the benefit of our clients. Our administration and other support staff are also highly experienced in delivering services with accuracy and care. What this means is that we’re good at what we do, we do what we say we will, and we strive to continue to improve in all areas so that you can experience a world-class service.
We value empowerment
Some clients come to us after having suffered the consequences of poor financial decisions in the past, or simply because they are feeling overwhelmed by the range of choices and decisions that they need to make in order to improve their financial position. We like to help our clients gain clarity about where they stand, and also to open their eyes to financial possibilities they may not have realised they have. We also make the path clear for them so that they know exactly what they need to do to achieve real financial independence. By giving our clients this degree of insight, knowledge and direction, they are empowered to make real and lasting improvements to their financial circumstances. This is our goal for every one of our clients.
We value being proactive
We understand that our clients look to us to identify opportunities that exist that could benefit them. We therefore are vigilant about surveying market possibilities that are emerging, and also considering whether any threats exist that require a change in their strategy. In this way, we are proactive, and stay in touch with our clients over the long term to give them the best chance of meeting all of their goals.
We value enjoyment
From experience, we know that for the financial planning strategies that we develop for our clients to be sustainable over the long term, they must also be enjoyable. We find that by empowering our clients and arming them with insights into real improvements they can make about their situation, they become energized about what’s possible. This can provide a real catalyst for them to pursue their plan, as it actually becomes enjoyable. Because the point of wealth is to provide the means to live the life you want – and we believe that the journey is just as important as the destination.
If these are values that resonate with you, we’d love to talk to you about how Five Pillars can help you improve your financial situation and achieve your goals sooner. Contact us today for more.
Please note that past performance is not a reliable indicator of future performance. The information contained in this website is of a general nature only. We strongly recommend you seek advice specific to your goals and circumstances before taking any action.
