Progeny

Digitisation has revolutionised the way we work and has positively impacted businesses in their day to day operations. However, in the financial world, it's still lagging behind. Although it's a work in progress, it has a long way to go before it fully embraces the digital transformation.

• Group Wisdom - Being a collaborative environment that seeks to encourage everyone to engage and contribute their ideas. Ability to engender trust and make decisive, informed and considered decisions based on our diversity of professional expertise. An inclusive, creative, and cooperative team that is redefining industry norms
• Empowering Others - Creating opportunities for clients, colleagues and communities. Investing in people and building positive relationships. Nurturing talent and professionalism. Every member of the senior team is personally invested in our ownership
• Agility - Fitness to adjust to rapid change and act like a start-up. We are on a growth trajectory. We use technology to eliminate paperwork, improve communications and enrich the relationship between client and adviser.
• Social Responsibility - Committed to making positive change in our industry towards greater transparency, equality, diversity, inclusivity and democracy. Becoming a greener business, with strong sustainability goals. Giving back through charitable partnerships.
• Long Term Thinking - Established for tomorrow’s wealth. Business strategy built with long-term planning to last beyond ourselves. Investment products that will withstand markets over time. Outstanding custodians of our profession. Always making the right decisions for the long-term benefit of our clients