Our
Strategy
Unlocking our potential
We are a transformed and broadened business with a platform for significant and sustainable growth. We are committed to focusing on delivery and fully unlocking our potential to achieve superior outcomes.
Our vision is to inspire with ingenuity, partner with agility and create new possibilities.
Our purpose is to create sustainable value for our stakeholders, our people, investors and the communities where we live and work, using our collective energy to create a better tomorrow.
Powering our strategy
Our strategy will be driven forward by strategic competencies that define our priorities when it comes to achieving success, and our people will play a key role in focusing on these areas.
So much of our success depends on feeling part of a team with people around us that we can rely on. We each have our own rich heritage. What unites us is the way we interact with one another, and that’s what our vision, values and behaviours support. They set the tone, help create our culture, give us one common set of principles and help us all have a great experience at work.
SHARED VALUES
EXPLORE
To explore and maintain professional excellence, to dare to think different, challenge the status quo and make a difference, to innovate and achieve more sustainable solutions for stakeholders and society.
Extend
To extend ourselves to help others, to value each other and our communities, to extend sustainable solutions, employing safe ethical work practices to promote overall wellbeing of society at large.
Experience
To utilize our experience and create delightful experiences for stakeholders, deliver the highest value, act with integrity, build trust through accountability and respect, to empower new possibilities and smarter solutions.
our
network design
The need for change has never been greater. In our industries, in the way we treat our planet and in how we live and work.
We must evolve, faster than we’ve known before. That means a leaner, faster-moving operating model to maximise operational efficiency, enhance financial performance and promote consistency so advisers and clients alike experience the Extax Advisory way, the world over.
It means understanding our Industry's greatest challenges and developing solutions that exceed expectations.
It means knowing the markets where we have the greatest impact, unlocking growth opportunities and ensuring we have the right people in the right roles for today and tomorrow.
The Extax Advisory network recognises the need to exceed expectations, create opportunities to excel in what we do, explore new ways of challenging the status quo, expanding our horizons.
It starts with our network model.