Our Ethos

What does “Ethical” Advising mean?

The founding principle and key objective of this firm is to bring “unbiased and ethical” financial advice to those who need it. As your INDEPENDENT FINANCIAL ADVISER, we will always ensure that YOUR NEEDS AND OBJECTIVES ARE UNDERSTOOD PATIENTLY, AND YOUR INTEREST IS ALWAYS PROTECTED. This is our “CORE ETHOS” – our “RAISON-D-ETRE”. We will endeavour to do our best to set a long term financial plan for you, to help you to realise “your” goals. We chose the word “Ethical” for our firm, for that precise reason. This word is derived from the Greek word “Ethos” which stands for “character” and which is used to describe a person’s guiding beliefs or ideals. From one’s own “ethical values”, are born “ethical principles” which in turn lead to “ethical decision making” for you.


When providing our expert advice to you, we assure you of:

§  Honesty.

§  Integrity.

§  Trustworthiness.

§  Fairness.

§  Aim to excel.

§  Loyalty.

§  Accountability.

§  Compliance to law not only in letter but also in spirit.

Kindly click here to understand why IT IS IMPORTANT TO START SAVING EARLY,SAVE REGULARLY, INVEST INTELLIGENTLY AND HAVE A LONG TERM HORIZON.....