Vision / Values

The people at Snowball "fit the family photo", working well together to deliver a result for all stakeholders. Our core values are best summarised as follows:

Snowball Values 

  1. We are all about “your advice, your benefit”
    1. Our clients are at the centre of everything we do
    2. We work with our clients through the stages of life to achieve their lifestyle goals
    3. We listen, understand our clients goals and tailor our advice to their needs
    4. We are a provider of services not just products
  2. We win & we care about how we win
    1.  We are passionate about winning at everything we do
    2. We are client and customer centric
    3. We are inquisitive, we enquire as to how we can constantly improve
    4. We focus on quality, professionalism & sustainability
  3. We engage with respect
    1. We want to work and deal with people who feel the same way
    2. We talk with (not to) each other and are passionate about simple, clear communication
    3. We look out for each other
    4. We listen, debate and engage with empathy & transparency
    5. We respect individual differences & traits
  4. We play by the rules
    1. We see process and procedure as core and follow them
    2. We play ‘hard’ but follow the letter & spirit of the law
    3. We embrace issues such as compliance & governance

We remain committed to growing the sales, revenue and profitability of both the Western Pacific and Outlook advice businesses by:

  • Recruiting (from within or externally) selected advisers in both channels
  • "Wholesaling" our advice model to affinity partners seeking advice solutions and services to: Corporations; Credit unions; Industry and public sector funds
  • Growing by acquisition and merger via a number of possible opportunities including:

    - "Tuck-ins" or "bolt-ons" to our existing Western Pacific and Outlook advice businesses

    - The addition of separate but complementary advice businesses (e.g. a 3rd distribution arm operating alongside Western Pacific and Outlook but sharing the core values of the Snowball)

    - Vertical integration in areas such as portfolio construction or other appropriate "product packaging" lines of services that benefit our advice customers.

It should also be noted that acquisitions have been a material and important contributor to our EPS growth over time. Since 2001 we have completed and successfully implemented eight acquisitions, culminating in the Western Pacific merger in 2007. Each and every acquisition has been EBTDA per share accretive and all have been successfully integrated operationally, exceeding our profit projections made at the time of the acquisition. Acquisition and merger activity remains a core component of our growth strategy.

Our broad strategy has been consistently applied since inception. We remain committed to providing financial education, guidance and advice to Australians, be they "accumulators", pre-retirees or retirees themselves. We continue to find innovative ways to package product solutions around our advice, such as suitable investment portfolios, the portfolio administration platforms on which those portfolios sit and also other "full advice" product solutions such as mortgage broking, estate planning and self managed super funds.

It all augers well for an organisation of like minded people, who will, no doubt, continue to stand out from the crowd, relishing the necessary "next organic or inorganic steps", to deliver continued strong growth for our shareholders.

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