Principal/Head of Wealth
To achieve financial success, you need to remove the emotion from the decision.
Principal/Adviser
Ambition and drive equals self-growth, evolution and achievement. Complacency is your nemesis.
Principal/Managing Director
Financial education opens the door to certainty, security and freedom.
Chief Executive Officer
The key to success is to have a 'plan' – it will deliver a clear vision, positive outcomes and the ability to stay focused.
The best way to predict the future is to invent it.
An investment in knowledge pays the best interest.
If you don't take care of your money, your money won't take care of you.
Financial Adviser
Stay committed to your decisions, but stay flexible in your approach.
Client Services Co-ordinator
People will forget what you said. People will forget what you did. But people will never forget how you made them feel.
Finance Manager
Motivation comes from working on things we care about.
Today's accomplishments were yesterday's impossibilities.
Client Services/Marketing
Success is liking yourself, liking what you do, and liking how you do it.
Operations Manager
Opportunities don't happen. You create them.
Paraplanner
Do something today that your future self will thank you for.
Consultant
The market is there to serve you, not to guide you.
Investment Analyst
Price is what you pay; value is what you get.
Look after the pennies and the pounds will look after themselves.
Chief Investment Officer
Most people overestimate what they can achieve in a year and underestimate what they can achieve in ten years.
Senior Accountant
Goals should never be easy, they should force you to work, even if they are uncomfortable at times.
Mortgage Broker
Strive for perfection, settle for excellence.
To serve, not to be served.