
Various backgrounds, a variety of skillsets and years of experience between the team.
Great people to work with
Awesome team that wants to see you suceed.
A lot of experience and time
They are Friendly caring and helpful
They work as a team and are always willing to help each other
Review from Operations Dept
Everyone is trying to make the Company a better place
Smarts cooperation diligence and teamwork
Review from Finance Dept
There is a good sense of comraderie within good working teams. Make sure you team up with complimentary personalities.
Everyone was a great working ethos.
The best financial minds who lean on each other to ensure our clients get the best advice.
Review from Finance Dept
They are trying to position company for the future by reinvesting in technology
Review from Sales Dept
I have a phenomenal wealth management team. Great synergy.
Review from Finance Dept
Very strong technically and great people to work with, not sure executive team realise how fortunate they are.
Review from Operations Dept
My 10 person team is top notch
Review from Sales Dept
The diversity and the comrodery
Review from Sales Dept
Very high achievers and ethical
Review from Finance Dept
We have a great team. We support each other and everyone has a vital role
Review from Finance Dept
Dependable, a wide breadth of knowledge and very efficient.
Always willing to go the extra mile
Not friendly everyone is competitive
Review from Finance Dept
Communication and focus on building a relationship with our clients. We need to take the time to understand what is most important to our clients and figure out the best way to help them with their needs. I think we do a great job of this but we can always improve.
Review from Sales Dept