Your success is our success!
Our Values
At Affinity, we are proud and committed to the values we have created. We hold our values for our clients to the same standards as we hold for our team.
Dependable
honest, reliable,
accurate, trustworthy
Nimble
responsive, proactive, innovative, resourceful
Inquisitive
continued improvement, best solution, problem solvers, get results
Unified
team players
(with staff, clients, referral network), supportive, inclusive, respectful
Our Brand Promise
To unravel complexity,
deliver financial clarity through
- Skills
- Relationships
- Timeliness
This is how we do things at affinity
Our House Rules
CARE is our principal factor
Communicate
Acknowledge client queries in a timely manner. Greet each other and share information.
Attitude
Bring positivity and encouragement for one another. Celebrate the wins!
Respect
Show respect for each other, as well as our clients, our network and ourselves.
Eliminate Surprise
Plan ahead, be flexible and work towards reducing ‘the bottleneck’!
