With the business poised to forge a greater connection with the people who we serve, ultimately it resulted in establishing a refreshed vision, purpose and over-arching customer value proposition
Our vision is to be the most impactful provider of financial advice serving both institutional clients and individual customers by:
- Extending leading positions across Administration, Retirements, Healthcare & Multi-Management capabilities
- Transforming into the most inclusive retail financial advice firm in South Africa obtaining scale by advising customers sourced from our institutional clients and beyond
- Rapidly scaling up our Investment Consulting footprint with a focus on ESG, Alternatives and Impact capabilities
- Exponentially growing our multi-national consulting business model into the Africa by enhancing distribution and automation of advice
- Expanding financial advisory capabilities into adjacent lines utilising our wealth of data
- Demonstrating a meaningfully positive impact on the stakeholders that we serve.
