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Our Vision and Mission

  • To invest our members’ savings in line with their goals (including ethical values), time frame and risk profile in order to contribute significantly to their financial security in retirement.

  • To educate, train and equip our members, helping them to achieve their financial goals.

  • To protect our members’ assets and income through appropriate risk management and group insurance policies.

  • To utilise our group buying power to facilitate wholesale investment opportunities, management cost savings, excellent service, and expert advice tailored to meet the needs of the Christian church and charitable community. 

     

  • To invest in line with our ethical standards and values and to seek to influence fund managers and corporations to be more socially responsible, both through direct engagement and in conjunction with other like minded investors.