The work we do with clients - unpacking, listening, questioning - only works if we’ve done that work ourselves.
If we’re going to create financial plans that are rooted in authenticity, presence, and trust, we need to show up that way as a team. And that doesn’t happen by accident.
We’ve spent the last year going deeper on culture. Not perks, not posters - culture in the real sense: how we behave when things get hard.
How we talk to each other. What we prioritise when no one’s watching.
It’s why Suzan has regular one-to-ones with every member of the team. It’s why we have “commitment check-ins” every six weeks - simple 15-minute conversations about how each person wants to show up in their work and life. And it’s why we’ve invested in tools like Hogan to understand ourselves and each other better.
We want to work in a place where no one hides in meetings. Where we talk about people only when they’re in the room. Where it’s okay to not know, to mess up, to ask for help.
A no-blame, no-shame culture isn’t a line on our website - it’s a daily practice. One that starts with self-awareness and ends with better conversations, both inside and out.
Because if we’re not growing, we’re not ready to help clients grow. And if we can’t listen to ourselves, we won’t be able to truly listen to them.
Culture is never finished. But this - this is the work that lets all the other work happen. This is where money made human begins.