Our Purpose and Culture

We exist to inspire better outcomes by enabling retail financial services to operate more effectively.

Our people are the driving force behind our purpose, and we believe that a strong culture is fundamental to our shared prosperity and sustainable growth.

Focussed - Our Behaviours


We never lose sight of what’s important and always look forward with clarity. It’s what enables us to continuously grow stronger and achieve our goals whilst remaining focused on everyone we serve.

Passionate - Our Behaviours


Our passion and energy fuels our drive to work hard, push limits and move fast for our clients. We love nothing more than lacing up our trainers to keep our clients up to speed and ahead of the curve in their markets.

Grounded - Our Behaviours


We never get carried away with our own triumphs. We owe our success to the market that we serve, so continuing to do so to the best of our ability is how we express our pride.

Positive - Our Behaviours


We’re fired up by challenges and believe in our ability to go beyond expectation. It’s a can-do attitude that’s helped us deliver an ever-widening range of positive solutions and outcomes to an ever-growing audience of financial providers and advisers.

Inclusive - Our Behaviours


We know diversity of thought, opinion, skills and experience makes us a richer and more vibrant place to work. When people feel empowered to be the most authentic version of themselves, they become happier, more innovative and more productive. We welcome diversity and celebrate individuality.

Supportive - Our Behaviours


As natural team players who respect others’ goals, we remain equally dedicated to the needs of our advisers, partners, investors and colleagues. We make the most of being at the centre of it all, providing stable foundations for everyone to prosper in the financial future.