In the hustle bustle of life, it is values that ground us. At OakWealth, operating from our place of truth is what we strive for every day. We call this “Doing things the OakWealth Way”. Our core values:
Honesty and Integrity
Speaking openly, taking responsibility, inspiring integrity and leading by example.
Respect | Relationship | Connect
Being present, prioritising people and relationships, being warm, polite and courteous.
Achievement
Being the best we can be and making a wonderful difference, celebrating successes and enjoying the journey.
Energy | Creativity | Can Do
Continuously innovating and improving, keeping it simple, and going the extra mile.
Safe and Secure
Being prepared, reducing waste, taking time, having a Plan B, always learning, and always growing.
Next: Read about our Service Promise.