Our Values

limestone insurance & financial services - core values
  1. Integrity - We do not put our interests in front of yours. 
    • A genuine commitment to helping you meet your financial goals
    • Complete honesty and forthrightness in all our dealings with you 
    • High standards of professional conduct at all times 
    • Complete trustworthiness when handling your personal & financial details 
  2. Transparency - Being honest and upfront about our fees
    • We declare conflicts of interest if they arise
    • We believe honesty is the best policy 
    • We disclose to you clearly and concisely how we get paid for our advice
  3. Efficiency - Success in achieving a financial plan in a reasonable timeframe to get you on track sooner 
    • We go through our professional Financial Planning process informing you of the progress the whole way through 
    • We work to minimise foreseeable delays in processing of insurance applications or investments to help ensure we implement your financial plan with your immediate needs in mind 
  4. Excellence - To set the highest standard of service in dealing with our clients
    • We believe there is always room for improvement and that the never ending search for improvement leads to excellence. We aim for excellence in everything we do.
    • We strive to deliver the appropriate product or service to meet the needs of our clients 
    • We dedicate time and effort to self improvement and continuing professional education and development