Purpose and Values – Freeman Fox Info

Purpose

Changing Lives Through Financial Freedom!

“What we promise, we deliver”
To keep the best interests of all involved at heart
To be truthful, honest and trustworthy at all times
To ensure that the products and services we deliver are the best we can offer with the resources available to us
To know and understand our policies, procedures and compliance obligations and fulfill them

To work in a highly effective and efficient manner.
To produce quality work at all times and adopt a “good enough isn’t” attitude.
To be professional in our conduct, appearance and manner at all times.
To ensure all work is checked, error free and accurate before committing it to clients or business partners.
To ensure that our products and services are “best of breed”
Best practice

To be constantly teaching coaching and guiding fellow team members, our members and clients.
To be constantly gaining and passing on new knowledge that will help us all in our work and our lives.
To attend team training, become a trainer when required and learn how to present information in a stimulating and informative way.
Make complex things simple
To be open to constructive feedback, ask questions for clarification and make sure that we fully understand our roles, instructions, and our important contribution to the team.
To be pro-active when we don’t understand, are struggling or need help or training to carry out our role
To be pro-active in helping others when we see they need it.
To encourage creative and constructive debate.

To be constantly looking for ways to improve our service to our clients both internal and external.
To understand what our clients expect of us and know how to deliver it.
To be knowledgeable and aware of our offered services and products and promises made in our marketing material to answer client enquiries and know what our role is in delivering them.
To alert team leaders to client dissatisfaction or feedback both positive and negative.

Focus on the collective goals and results of the company
Develop integrated and holistic investing strategies that will produce growth and income towards financial freedom
To be aware of and monitor your personal Role, Goals, and KPI’s and how they impact the results of the company
Find ways to generate revenue, save costs and drive profitability
Understand and appreciate resources, minimise waste, limit consumption
Environmentally friendly

Strive for original thought
Foster and maintain our competitive difference
To be driving for constant improvement at all times
Contribute my personal expertise, ideas and creativity to developing an inspiring business
To challenge norms, old thinking, outdated models and processes to create a better solution
To be constantly seeking was to improve what we do at Freeman Fox.