Elevate Financial Group – Client Value Proposition
At Elevate Financial group our client value proposition is to work by partnering with trusted business professionals. Plus, provide lending products and plans that will help with your long-term wealth creation.
Our Code of Ethics
Principle 1: Client First
We believe in placing your interests first and delivering you the highest level of customer service. We will always act in a professional manner, be honest and never place personal gain or advantage before your interests.
Principle 2: Integrity
We will always provide our professional service with integrity and honesty. We know that when you do business with us, you place us in a position of trust. The central source of that trust is our personal integrity this requires our honesty in all professional matters.
Principle 3: Objectivity
We will always provide our professional services objectively. This means you can trust us to exercise sound professional judgement when delivering our services and managing any conflicts that may arise.
Principle 4: Professionalism
We will conduct our business with you in an exemplary professional manner at all times. We will act with dignity and show you respect and courtesy in all business related activities.
Principle 5: Competence
We will maintain a high calibre of skills and knowledge necessary to provide you with our professional services competently. You will be provided with up-to-date product knowledge and skills in every aspect of our business.
Principle 6: Confidentiality
Your personal information will always be protected and confidential. We will only provide your details to those who are authorised. Your information will not be disclosed inappropriately.
Principle 7: Diligence
You will always receive our professional services diligently. We will deliver our professional commitments in a timely and concise manner, and will always take due care in planning, supervising and delivering our services.
Principle 8: Compliance
We will act in accordance with the government, legislative, and financial sector laws to ensure we are 100% compliant in all areas of the business.