Integrity Being Truthful and Trustworthy.

Objectivity Acting in your best interests.

Competence Maintaining the necessary skills, knowledge and business expertise.

Fairness Respecting others.

Confidentiality Protecting your private information.

Diligence Delivering. Promptly and thoroughly.

Business Standards

One of the most important Quadrant principles is the interaction with clients.
Quadrant will undertake to:

• tell you exactly who we are and what we do
• take the time to understand your needs
• fully outline our processes and requirements regardless of your circumstances
• treat your details with confidentiality and respect
• offer you quality advice and where relevant, provide a written explanation for the advice being given
• ensure you understand the advice being given and are comfortable with the concepts before you commit to any course of action
• provide you with the opportunity to query any aspect of your financial plan
• follow you up to ensure that your plan keeps pace with your changing circumstances and needs

Independent Business Healthcheck - Quadrant rated "Superfit"

In December 2005 Quadrant entered the inaugural financialalert Advisory Practice of the Year - 2005 Awards and was named a regional finalist.

The awards aimed to promote and recognise advisory business excellence - recognising that success in financial planning requires not just talented advisers, but that those talented advisers be backed up by talented support staff and best practice structures that deliver. The awards are a rigorous and comprehensive look at every aspect of finaincial planning practices.

Quadrant was benchmarked against NZ and Australian Financial Advisory companies and to be named a regional finalist is testament to the high standards maintained by Quadrant advisers, support team and the company systems for client service.

All areas of Quadrant's business were assessed and a half day independent audit was carried out by judging panel member, Terry Bell (Managing Director of Business Health Pty. Ltd.). Bell stated "each of the regional finalists could easily fit into and successfully compete in Australia where the industry is more established." Quadrant was judged in the key areas of it's People, IT, Client Management systems and Management reporting.