Our Mission

Our vision describes the way we would like the world to be, i.e. financial planning as a mechanism to achieve personal goals and not an end in itself. Our mission explains what we will do to contribute to this vision.

Epoch’s mission is simple:

Understand Better – We’ll take time to understand your personal aspirations, financial circumstances, attitude to risk and motivations. We will also ensure you understand what we can and cannot do for you. This stage is crucial.

Plan Better – Utilising the full breadth of expertise within Epoch including financial planning, Investment Management, technical and administration skills, we’ll create the best and most appropriate planning strategies to meet and hopefully exceed your expectations.

Communicate Better – We will aim to communicate in a way which demonstrates our understanding of your needs and explains the principles of our planning in as straightforward a manner as possible. We truly want our clients to engage in the planning work, allowing us to do the legwork but making sure you understand why we are doing it.

Support Better – Many firms offer the world and deliver somewhat differently. Epoch aims to exceed your expectations in the way we support you. We will always keep in touch to make sure there are no unwanted surprises which could derail your planning. We are, however, realistic about the often complex world of financial planning. Sometimes things may go wrong but we will do everything we can to ensure any mistakes are rectified and their impact is minimised.

Read about our values here.

Return to About Us.