Vision, Mission, Values
Vision
To provide our clients with a custodian of the family’s wealth.
- Pay only tax which is due by law
- Provide pathways to better wealth accumulation via wise advice
- Protect assets, particularly for unexpected events
- Provide business and estate succession options
Mission
To provide high-quality outcomes for all stakeholders, particularly clients.
Values
Our values are expressed in different ways across Magnus, but they all reflect the same underlying principles. Our core values define what we believe and the standards we hold ourselves to, while the behaviours and principles described throughout our website show how those values translate into the way we work—with our clients, our team and our wider community. Together, they form a consistent framework for how we make decisions, build relationships and deliver quality outcomes.
- We will always act with integrity and in the highest standards of the profession above all else.
- We will work together with clients to create excellent partnerships.
- We will respect all stakeholders as individuals and observe tenets of fairness in our dealings.
- We will challenge the status quo and pursue the best outcomes.
- We give and expect honesty in all of our dealings.
- We:
- Are a business rather than an accounting practice
- Are focused on quality outcomes and customer experience
- Prefer fixed price agreements
- Provide coverage of business issues rather than just compliance (filling in tax forms)
- Are proactive (Identify and prevent issues rather than deal with them after they occur)
- Systems oriented (We work from Standard Operating Procedures (SOP) to provide consistent quality results)
- Dedicated to breaking the “glass ceiling”
- Holistic approach – looking at clients’ personal goals and how they relate to business.
- Risk management is oriented especially around asset protection.
- Our ideal client is one who understands the value that a great adviser can add to their business.
