Vision | Mission | Values.

Local to Global. Investment management.​

//Vision Mission Values
Vision Mission Values 2017-10-11T09:18:20+00:00

At PacWealth, there are some things in which we strongly believe. We want to deliver exceptional results for our clients and make Pacwealth a rewarding place to work.

OUR VISION

The South Pacific’s most trusted partner in delivering world class investment advice and management services.

OUR MISSION

​Is to always ensure our services are world class, our outcomes are high quality, act as a fiduciary for our clients and cooperatively realise client growth goals.

Our PRINCIPLES, expressed as our corporate VALUES, are: quality, teamwork, integrity, innovation, ambition and challenge.

QUALITY
HOLISTIC FOCUS TO ADD VALUE EVERYWHERE
We believe quality should reverberate across every aspect of our business; from client services, investment communications, administration and corporate governance. This approach is the only way we believe we can add sustainable value to clients and ensure our long-term success. That is why we focus on markets, asset classes and strategies we have the resources to provide the quality services we value. We manage company growth at a rate that does not compromise the standard our clients expect of us.

TEAMWORK
COLLABORATION OF COLLECTIVE TALENT
At PCL we work openly and constructively together as one team across boundaries and geographies. We value a culture of openness, mutual dependency and collective purpose. We believe the combination of experienced hands and fresh minds invigorates our thinking and leads to higher quality outcomes for our clients. We believe following a clear and systematic investment process, where all information is shared, leads to better outcomes.

INTEGRITY
DOING THE RIGHT THING
We are transparent, honest and ethical in all our interactions with employees, clients, consumers and the public. We strive never to sacrifice long-term good for short-term gain, and we seek to set the standards for good practice as asset advisors. We recognise that conflicts of interest can arise – we manage them by being transparent, open and making clear where we believe a course of action is unwise or unethical.

INNOVATION
ANTICIPATE CHANGE AND SHAPE IT TO FIT OUR PURPOSES
We acknowledge the weaknesses within our industry and create ethical, forward thinking solutions to overcome them. We understand the challenges the Pacific nations have and face and structure our services to cater for these unique circumstances.

AMBITION
ADAPTING & CONSTANTLY IMPROVING
We understand business can be tough and we must adapt constantly in a changing and often unpredictable environment, always meeting our client’s needs and spotting opportunities for increased service. We have a strategy for growth based on achieving long-term results for our existing clients and new client markets. The people within PCL are imperative to achieving our ambition and we rely on attracting and retaining bright, motivated individuals focused on working diligently, efficiently and with integrity.

CHALLENGE
NOT TAKING ANYTHING FOR GRANTED
The environment we work within can be challenging and forever changing. Our willingness to ask questions, do our own research and challenge the expect norm allows us to build a set of unique skills; this attitude is practiced in all sections of the business and allows for fresh thinking and perspectives.