By taking a professional approach to understanding our clients and their needs we can implement personalised strategies to help them achieve their lifestyle and financial goals. We are committed to the highest standards of ethics and integrity. We only employ the best people in the industry who share our professional standards and business principles.

The FPA Members Code of Ethics embody the general principles that DFS adhere to:

Integrity
Members shall observe high standards of honesty and integrity in conducting their financial planning business and in the provision of financial planning services.

Objectivity
Members shall disclose to the client any limitation on their ability to provide objective financial planning services.

Competence
Members shall provide competent financial planning services and maintain the necessary knowledge and skill to continue to do so in those areas in which the Member is engaged.

Fairness
Members shall provide financial planning services in a manner that is fair and reasonable.

Diligence
Members shall act with due skill, care and diligence in the provision of financial planning services.

Professionalism
Members shall ensure their conduct does not bring discredit to the financial planning profession.

Confidentiality
Members shall not disclose any confidential information without the specific consent of the provider of that information unless compelled to by law or as required to fulfill their legal obligations.

Compliance
Members shall ensure their conduct complies with the Memorandum and Articles of Association of the FPA, the FPA's regulations and Professional Standards.

Financial goals are rarely just about money. They're usually about things you want to do: the lifestyle you want to have before and during retirement, the benefits of education you want to have for your children and grandchildren, and your contributions to your community's quality of life. These are serious goals, which we know you take seriously (and so will we). All that we do is focused on what you, our client, want to have happen in your life.