We are a proudly independent financial advisory firm. We opened our Firm in 2020 as a group of committed financial advisers with over 100 years of combined expertise, with the intent to be the preferred home of great Independent Financial Advisers who have a passion for working alongside their clients to give holistic goals-based independent financial advice. Our firm is based on our non-negotiable values of: • Independence • Integrity • Honesty • Accountability • Gratitude • Respect We work on a governing set of principles that shape our thinking and our day-to-day interactions. Outcome-focused * Values-based * Advice-driven * Unbiased If you'd like to learn more, we'd love to chat. FSP - 1242