Welcome to The Private Office

At The Private Office we look at money differently. Our focus is on managing your wealth to help you realise your life goals and live the life you want.

Our approach is driven by an academically proven investment solution and we are proud to be at the forefront of the socially responsible investing movement. 

 

 The Private Office FSP662811 is a Financial Advice Provider (FAP) licensed and regulated by the Financial Markets Authority to provide financial advice.

 CHIP Values

Our values are incredibly important to us, and we live and breathe them. We use them to guide us in every aspect of our working lives to provide the best outcome for our clients.

Caring

We genuinely care about our clients and colleagues and want everyone one of them to feel confident about their future. We believe in the importance of showing compassion and empathy towards others and taking the time to understand their needs and concerns to support them in achieving their goals.

Honesty

We believe it is important to be truthful and transparent. Honesty to us means speaking the truth even when it is difficult or uncomfortable and helps us to build strong trusted relationships. It also means being always upfront about our intentions.

Integrity

We strive to be consistent in all our actions. We treat people how we would like to be treated and always put our clients’ interests first. We adhere to a strong moral and ethical code. We do what is right and strive to be consistent in all our actions.

Professionalism

We always behave in a professional manner and want to build a lasting reputation for excellence within our industry. We want our clients to enjoy working with us and know they can rely on us to do our job well.  We take responsibility for our actions and are accountable for our mistakes.

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