We’re a nationally recognised financial advice firm based in Abbotsford, Melbourne. In professions ruled by silos and “best practice”, our #TrulyIntegrated advice model is shaking up financial services for pioneering businesses and their households. Our Integrated Advice Teams break down the walls between divisions and advisers, embedding collaboration into the heart of what we do. We’re catalysts for connection. Seekers and questers – always searching for a better way and a better life. Today were a team of over 50+ financial professionals, dreamers, doers, collaborators and visionaries – working across our award winning Private Wealth, Business Advisory and Lending services.
Source: Great Place To Work® 2024 Australia National Employee Engagement Study
Start by earning Great Place To Work-Certified™ status through the Trust Index™ employee survey and the Culture Brief. Once Certified, eligible organizations are considered for Best Workplaces™ lists during the qualification period.
Best Workplaces™ recognition is based on employee feedback collected through the Trust Index™ survey, supported by your Culture Brief submission. This keeps the focus on the real employee experience rather than marketing claims.
Eligibility starts with becoming Great Place to Work-Certified™. Your organization also needs to meet the list’s timing and participation requirements, so your results fall within the qualification window for that Best Workplaces™ list.
The Culture Brief is a short questionnaire about your organization to support your survey results. The Culture Audit goes deeper, typically asking for more detailed descriptions and evidence of your workplace practices.
