Our Culture
Our Business Values
These are the core values that underpin our business.
Integrity - We do the right thing every time regardless if anyone is watching or not.
Consistency - We will be consistent in our approach to keeping high standards over time.
Transparency - We are always open about what we do and why we do it.
Trust - We value that you trust our advice ability and guidance.
Dependability - You can depend on our trust and reliability.
Proactive - We do not procrastinate; we get things done.
Collaborative - We partner with you to achieve your goals.
Teamwork - We work as a team to support each other.
Our clients
Clients are the core of our business. We work with our clients and help them achieve their financial goals.
Our client experience
When meeting clients our advisers follow the 6 steps advice process which ensures that they are giving the correct advice and promote a consistent client experience.
What to expect from our financial advisers
Advisers engaged by Good Shepherd Limited (GSL) are required to follow GSL's internal policies and procedures, adhere to GSL's code of conduct and provide clients with professional advice and ongoing service.
Our client care, diligence and skill
GSL has a complaints policy and procedure which we follow every time there is an expression of dissatisfaction from a customer.
Our commitment
Through The Code, internal policies and process, checks and balances are put in place to promote good conduct, address poor conduct and deliver the best possible outcome for our clients.
Our staff
We value our staff and contractors and provide them with continuous training, support, mentoring and systems to deliver the best possible outcome for our clients.
Our processes
Our staff and contractors are provided with tools, policies, procedures, controls and are regularly audited to ensure they meet regulatory obligations and deliver the best possible outcome for our clients.
Our values
GSL's values are core to the way we conduct our business. By following our values our advisers work with our clients to help them achieve their financial goals.
These are the core values that underpin our business.
Integrity - We do the right thing every time regardless if anyone is watching or not.
Consistency - We will be consistent in our approach to keeping high standards over time.
Transparency - We are always open about what we do and why we do it.
Trust - We value that you trust our advice ability and guidance.
Dependability - You can depend on our trust and reliability.
Proactive - We do not procrastinate; we get things done.
Collaborative - We partner with you to achieve your goals.
Teamwork - We work as a team to support each other.
Our clients
Clients are the core of our business. We work with our clients and help them achieve their financial goals.
Our client experience
When meeting clients our advisers follow the 6 steps advice process which ensures that they are giving the correct advice and promote a consistent client experience.
What to expect from our financial advisers
Advisers engaged by Good Shepherd Limited (GSL) are required to follow GSL's internal policies and procedures, adhere to GSL's code of conduct and provide clients with professional advice and ongoing service.
Our client care, diligence and skill
- When dealing with a GSL adviser, clients can be confident that advisers work in a professional manner and follow The Code of Professional Conduct for Financial Advice Services prepared in accordance with Part 4 of Schedule 5 of the Financial Markets Conduct Act 2013, the GSL Agreement (henceforth referred to as The Code)
- All our documents including but not limited to Disclosures, Scope of Service Agreements and Statement of Advice and are written in plain English that is easy for the customers to understand.
GSL has a complaints policy and procedure which we follow every time there is an expression of dissatisfaction from a customer.
Our commitment
Through The Code, internal policies and process, checks and balances are put in place to promote good conduct, address poor conduct and deliver the best possible outcome for our clients.
Our staff
We value our staff and contractors and provide them with continuous training, support, mentoring and systems to deliver the best possible outcome for our clients.
Our processes
Our staff and contractors are provided with tools, policies, procedures, controls and are regularly audited to ensure they meet regulatory obligations and deliver the best possible outcome for our clients.
Our values
GSL's values are core to the way we conduct our business. By following our values our advisers work with our clients to help them achieve their financial goals.
