Sapient aims to provide quality and affordable financial services to all Australians through our team of articulate, pro-active and highly experienced representatives. We surround our clients with experts in investment, insurance, accounting, SMSF, legal, taxation, structural and mortgage broking advice to ensure our clients can access a complete wealth solution.

We invest heavily into information technology and employ the very best systems so that we can deliver the greatest possible levels of communication and education in the most effective manner for our clients.

We are entirely owned by our employees and this shows in our employee’s commitment to building long term meaningful relationships with our clients, and in delivering the kind of service that can only be offered by the owners of a business. 

We are not pressured by any external financial institutions to distribute certain products or services to our clients. We can choose the products and services we believe in regardless of the bank or institution that are providing them. Any fees that we may receive from a third party will be disclosed to you either in the FSG or separately to you prior to you making your decision to invest in or purchase the financial product or service.

We are guided by a value system that embraces the very essence of trust and integrity; by providing clients with access to the same solutions that we provide ourselves and our families. 

By placing ourselves in our client’s situation we know that they will always be provided with the very best service, every time, and without compromise. We recognise that when dealing with an individual’s finances, the service we provide has very real impacts on our client’s lives and the wellbeing of their families.

We are a company with a social conscience that is guided by a management team who serve on the board of directors, and have founded non for profit organisations and charities, and given generously not only of their time and resources to improve the lives of those less fortunate.

At Sapient we view every client as a ‘client for life’, by servicing them through the ups and downs of financial markets, and through the phases of their wealth creation journey.

We look forward to sharing that journey with them.