New World
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Our mission

Our mission

Our mission is to make financial planning truly inclusive and to give everybody the tools they need to improve their financial lives. We’re working with employers to provide solutions to improve employees’ financial wellbeing and raise standards in financial education.

Our values

We're believers
We firmly believe in the transformative power of financial planning. Our team of experts understands the profound impact it can have on people's lives. We are committed to sharing this knowledge and ensuring that everyone has the opportunity to benefit from it.
We're educators
Knowledge is the foundation of financial well-being. We believe that by providing education at every stage of the life cycle, we empower individuals to make informed decisions about their finances. Understanding leads to comfort and confidence in managing one's financial future.
We're innovators
The financial services industry has long been exclusive and out of reach for many. At our core, we are innovators, reshaping the landscape to ensure access to financial planning and education for all. Inclusivity is not just a goal; it's the driving force behind our efforts.
We're challengers
As disruptors in the financial services arena, we know that to achieve our mission, we must challenge the norms and question the established practices. We embrace change and continually seek ways to enhance our services, always striving to improve and better serve our clients.
Our values

Our leadership

Sam Tate
Sam Tate
Lisa Tipton
Lisa Tipton
Simon Warne
Simon Warne