Company Strategy

Our vision is to be a leading provider of financial and lifestyle solutions to the over 50 community. Our objective is to drive long term shareholder value by building strong brand equity, client loyalty and strategic partner relationships.

Our Strategy

Over Fifty Group’s strategy will be achieved through continued internal growth, acquisitions and strategic alliances as well as a sustained commitment to:

• Providing quality and trusted financial services, through maintaining a strong and consistent service focus to both customers, alliance and distribution partners
• Flexibility of distributing our products, predominantly through alliances with external financial advisers and brokers, but also giving the choice to buy direct
• Continuing to focus on actively developing new funds management and lending products
• Seeking acquisitions that strike a balance between short-term profitability and investing for the long-term growth in shareholder returns

Our Customer Focus

Over Fifty Group strives to exceed customer expectations by providing:

• Consistent performance
• Quality service
• A brand that investors can trust
• A transparent investment process
• Effective management of risks
• Fully compliant with government regulations and various associations’ Codes of Conduct