and Values

Our business is founded on a several core principles that form our cultures and values. As a team, we aim to integrate these principles into everything we do.

At Efficient Portfolio, we’ve always been inspired by companies who invest in their company values, so that’s why we work as a team to breath our company values into everything we do. We share our values at any opportunity, as transparency over what we believe is actually the crux of our success.

When we first founded the business, nearly 13 years ago, we wanted to build a firm that genuinely helped to educate our clients and helped them to achieve their goals for the future, by helping them to understand their finances more than they ever had before. Because of these beliefs, we had company values before we actually sat down to set out what they should be; these ‘founding values’ were to have a strong ‘focus on the future’ and to be ‘enlightening’ and they still remain at the core of what we do as a firm to this day.

Some of our core values focus on creating a fantastic working environment that our ‘people’ are excited to be a part of, so ‘teamwork’ is evidently one of our values to help achieve this, but so are ‘continuous improvement’ and ensuring that we are genuinely ‘financial experts’ in our field. Working in the financial services sector, legislation and opportunities are continually evolving, so it’s incredibly important for us to encourage and support our team to continually grow their knowledge and skill-set, and continually think about new and innovative ways to deliver the best financial planning possible. This not only helps them to become experts and remain engaged and enthused by their work, it also means that our clients receive the highest level of service.

At Efficient Portfolio, we aim to differentiate ourselves from the competition and stand out from the crowd. This means working and thinking in a way that is sometimes a little unconventional and innovative. We strive to always go above and beyond what is expected and place the client’s needs at the heart of everything we do.

Our biggest differentiator lies in being transparent, open and honest: one of our values is for there to be ‘no surprises’. A great deal of our industry lacks real clarity over their fees, charges and commissions, so this is where we are different. Strong relationships allow us to accomplish much more than we would be able to otherwise, and by acting in an empathetic way, we can really get to the heart of our clients’ concerns.

As a firm, we believe that these values have created an unshakable foundation, where Efficient Portfolio’s people want the business to succeed and actively invest in themselves to create a better company. Since we started to truly ‘live’ these values in everything we do, we have been able to expand the services we can offer and have happier clients and a happier team.

The Fit Finance Sessions: Cultures and Values