Introducing Here Business & Wealth
Our new name and visual identity have been designed to communicate who we are as a business today. They combine key elements that represent us: our supportive and connected business, our commitment to friendly and accessible services, and our ability to support clients with both their business and wealth, all in one place.
Our business is changing– for the better
This process began as a way of evaluating who we are as a business and what value we provide our clients. We’ve been through significant change in the past few years, with the addition of many new team members and clients. The process of a rebrand provided us with the opportunity to develop an identity that reflects who we are, the values that govern the way we work and interact, and ultimately, how we can better serve you.
Same team. New look.
Some things in our business are changing a lot, and others – like our commitment and service to our clients - will always be the same. Meet our people
Our principles - they govern how we work
We deliver results
You need an advisor that will deliver tangible results. Our reputation is built on being a consistent and reliable partner to our clients. We are more than just numbers, and success is more than just a dollar value. Our advisors stand alongside you in order to achieve your goals and create your legacy.
Our relationship starts with a conversation about you, your circumstances and priorities. Our strategies are then developed on facts, not assumptions, and are delivered to provide clarity rather than complexity. Every client is different and there is no “one-size-fits-all” approach. The strength of our team is in how we provide focused results that are right for you.
We don’t just provide you with a service, we are your financial co-pilot. Your financial world is important, and we take our role in it seriously. We’re here to anticipate trends, keep on top of changes and make smart recommendations to optimise your business and money.
Strength in caring
We believe there's strength in caring and that’s what makes us different. To be successful or to be caring is not exclusive. It's important to us to build solid and meaningful relationships with our team and with our clients. We want you to know we care, and we don’t care who knows it.
Confidence now and into the future
We recognise the need to adapt in an ever-changing world. We work hard to ensure we’re giving you the right advice for your present and for your future. To do that, we nurture a culture of continued learning and education, and we’re committed to staying ahead of the curve and delivering pro-active strategies and outcomes for you.
Your business and wealth co-pilot
Over the past 30+ years we’ve worked hard to build a financial services firm that people actually like talking to— one that encourages them to take full control of their personal and business prosperity.
Our mission has always been to make it simpler and less time-consuming for you to access the service and advice you need to gain financial peace of mind. Our new name helps to communicate this approach to your service, and our elevated visual identity helps us to stand out in the crowd.
Why not not explore what's new? Take a look around by clicking on one of the handy links we've included below.