Platinum Financial Planning Employee Handbook

Our Values

Invested

Professional

Trusted

Always Improving I embrace change and look for better ways to do things I look for ways to develop myself and the business I look for ways to share information, learning and good ideas Platinum supports me to achieve qualifications in line with my career goals I seek opinions from people who think differently to me I support new ideas and look for ways to make them successful

I treat everybody with respect I speak openly and honestly with clients, partners and employees I put the client experience and outcome at the centre of what I do

I keep promises and do what I say I will I have the highest personal standards I take pride in my work I communicate in a constructive manner I keep up to date with knowledge relevant to the industry and my role

I motivate others with my positive can- do attitude I bring passion and energy and give my best I focus on common goals when I work with others I focus on solutions not problems I support my team to achieve their goals I get to know people as individuals I share my own strengths and skills with others I commit to making things happen

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