OUR VALUES

You enjoy a laugh or a good yarn about the kids, travel or the great outdoors

You’re committed to making progress…

You’re comfortable with technology (email, SMS, video meeting, paperless technologies)

You’re excited to learn and engaged to work as a team...

You know there is more to life than numbers…

Are chasing returns or the next hottest investment

Think there is a way to get rich quick (lotto doesn’t count!)

Judge the worth of a service only on its cost, not the value to you

Don’t give the ‘drivers thankyou wave’ when someone lets you merge in front of them

Personal Approach – we know our clients on a very personal level

Fresh & Fun approach to financial advice

We actually do what we say we will do… ALWAYS

We are family oriented and operate like one big family

We’ve walked a mile in your shoes – kids, debt, child care, schooling, budgets – we live and breathe it

Dedication to a remarkable client experience

To be your sounding board on all things in life – money, kids, career, travel, technology

A Focus on the important things in life – lifestyle, your passions, family and fun

Awesome, engaging and fun events, functions and parties for you to learn, take control and feel part of the Feel So Good Community