Giles Wade considers our clients to be partners in our business; hence we make it our mission to educate, empower and support them by optimising and aligning their financial, economic and social needs.
We endeavor to work with clients who share common values, fostering lasting relationships built on respect, and delivering high quality services with the utmost integrity and professionalism.
“Our mission is to educate, empower and support clients by optimising and aligning their financial, economic and social needs”.
Our vision is to:
• have clients for life,
• be a thought leader in financial services,
• attract and retain the best calibre of employees, and stakeholders,
• be engaged in the community.
Our values are to:
• take ownership of our client’s needs and be accountable for delivering a professional service,
• act with integrity at all times,
• always do what we say we will and strive for excellence and quality,
• work with clients who share common values and social principles,
• encourage learning, feedback, coaching and mentoring,
• listen to and respect each other,
• recognise and reward each other’s contributions and efforts.