“To provide customer focused solutions in wealth creation and protection through appropriate products and services in and through the financial services industry.”

We are committed to giving our clients results through professional service and advice, placing the highest degrees of integrity, honesty and reliability at every point of contact.

Strategy provides a sense of direction, unity and purpose. The vision, mission and goals for Solutions 2 Wealth play a key role in forming a foundation for decision-making and the achievement of success.


Our vision communicates where we would like to be in the future:

Our vision is to become recognised as a trusted financial services provider with a reputation of excellence in all we do.

This vision is further entrenched in the values we embrace:

  • To act with integrity in everything we do.
  • To be transparent as we work with our client’s money.
  • To always be honest.
  • To hold ourselves accountable.


To achieve our mission, we have developed a set of goals which we will work with our business partners to deliver:

  • Profit: Maximise profit, while being mindful of our responsibilities to the client.
  • Productivity: Be a highly effective, lean and fast-moving organisation.
  • Consistent Excellence: Provide a consistently high-quality service and a deep knowledge of financial products and services.
  • Compliance: Conduct business in accordance with all financial industry legislation.
  • Partners and Providers: Nurture a mutually beneficial network of partners and providers.
  • People: Be a fair and safe place of work where employees are inspired to reach their full potential.