To be the preferred lifetime Financial Wellness partner, with a reputation for innovation and trustworthiness.



To enhance the lifetime Financial Wellness of people, their communities and their businesses.


What we mean by Financial Wellness:

By Financial wellness, we mean the continuous process of financial planning and management with the aim of affording expenses and achieving goals over one’s lifetime.



Our values were developed in consultation with our people, ensuring that our organization’s values resonate with the personal values of our employees. As such, they guide our thoughts, behaviors and actions to give effect to our purpose.


Accountability- We show accountability in our willingness to take ownership for our roles, responsibility for our actions and outcomes, and by honouring our obligation to stakeholders.


Diversity- Throughout our organisation we embrace and promote diversity, together with the many talents and skills our employees bring from different backgrounds and perspectives.


Excellence - We strive for excellence in everything we do, by delivering the highest standard of products, service and performance to all stakeholders.


Innovation - we thrive on innovation by challenging ourselves to find better solutions, continuously improving our processes and growing our people.


Integrity -   We uphold integrity in living up to what we say, doing the right thing, being honest and treating all people with respect.


Team work - Through teamwork, we support each other by listening, collaborating and respecting each other in our quest to achieve mutually beneficial results.


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