Our Commitments
and Values.
Choosing a financial adviser is a significant decision and we understand the responsibility that comes with managing your wealth. That’s why we are committed to providing transparent, faith-based financial guidance that aligns with your values, priorities, and long-term aspirations.
Wherever you are in your investment journey, we are here to help you make informed decisions that honour both your financial goals and your faith. Together, we can create a financial plan that not only secures your future but also glorifies God and makes a positive impact.
Let’s invest with purpose. Let’s steward with wisdom. Let’s create a legacy that honours God's kingdom.
Faith-Aligned Investments
We are committed to offering biblically aligned investments for individuals, businesses and charities. Our Christian adviser model portfolios are built on unwavering biblical principles, ensuring that every investment reflects our faith-based values.in our portfolios is thoroughly scrutinised to ensure compliance with our ethical standards.
Rigorous Ethical Screening
We apply a comprehensive screening process, using multiple screening tools and in-depth research to uphold a zero-tolerance policy on industries that conflict with Christian beliefs. Every company in our portfolios is thoroughly scrutinised to ensure compliance with our ethical standards.
Investing with Integrity
We believe that Christians should invest in companies that align with biblical principles. Our approach carefully avoids industries such as adult entertainment, gambling (with the exception of lottery distributors), and other sectors that contradict Christian values.
Recognising Positive Impact
Beyond avoiding harmful industries, we actively seek companies that promote ethical business practices such as employee well-being, human rights, environmental stewardship and many more. We believe in recognising and supporting businesses that contribute to the greater good.
Ongoing Stewardship & Accountability
While no company is perfect, we remain diligent in our oversight. Our adviser portfolios are regularly reviewed, and we commit to disinvesting from any company that no longer meets our ethical and biblical criteria.