Our Vision, Mission and Values set out who we are, what we stand for and what we want to achieve.
They underpin everything we do as an organisation. Further explanation of our Vision, Mission and Values is here.
To be globally recognised as setting the standard for those advising families across generations.
To inspire confidence in families planning their assets across generations by setting and upholding high professional standards, informing public policy, promoting education, and connecting practitioners globally to share knowledge and best practice.
Community: We respect each other and value diversity
Collaboration: We work together and learn from each other to find new and better ways of doing things
Integrity: We are honest, open and committed to upholding our ethical and professional standards
Continuous learning: We champion continued learning and development to build the knowledge and skills necessary to deal with a rapidly-changing business environment
Connect with us