Mont Blanc Financial Services

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Getting to know us a little bit better

Our Core Values

MBFS is a valued driven organisation, based on our founding principle “We Care”, this statement is at the core of who we are and what we strive to achieve everyday for both our employees and our clients. Our six core values builds on this methodology, which allows us to confidently ensure that no matter what the situation - we’ve got your back!

Complaints Policy
Conflict of Interest
We Care

Our leadership and staff are wired to be passionate about your business and your well being. At Mont Blanc you are not just an employee or client, you are part of our family.

Getting you claims ready! ™

Getting a client claims ready is a continual process, it is not a once off thing we do when clients take out a policy. Most brokers only manage your risk on paper, at Mont Blanc, our brokers go in and assess your situation. We cover all the what ifs and possible eventualities before there is an issue.

Fresh-Tech ™

We pride ourselves on being “Early Adopters” and innovators of modern technology, which helps us provide you with better service.

Solution Driven

One of our most important philosophies is to “Find a way to win”. This means that when the unexpected happens, the Mont Blanc Team is here for you!

Passion for Learning

Change” is here to stay! We are always eager to learn and encourage it in all facets of our business so that we can grow together in our personal careers and businesses.

Compassion

Giving” and going the extra mile for our employees, our clients and our communities is a value we hold close to our hearts.

Let's talk about us

At Mont Blanc, your needs are our top priority. That is why we strive to live out our core values every day. Nick and Francois chats about the core values of Mont Blanc.

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Our Code Of Conduct

We strive to set the bar for industry service while treating our clients with trust, honesty and integrity. Our clients’ interests always come first.

We Will:
  • At all times, and in relation to all parties, conduct our business honestly, transparently, with integrity and in good faith.
  • Put the interests of our clients above all else – even our remuneration.
  • Keep clients’ information confidential and use it only when negotiating, maintaining, renewing or servicing their financial needs, unless consent has been obtained.
  • Comply with all legislation, acts and regulations relating to the financial services industry.
  • Ensure our employees fully understand members’ obligations under this code, and that they are kept up to date with any other guidelines that may be issued.
  • Ensure any statements we make – whether in advertisements, circulars, or publicity or promotional material – are factually correct and do not contain misleading or extravagant claims.
Stipulations:
  • Make management and executives, both individually and collectively, account to regulators and other stakeholders for failed governance process and protocol.
  • Protect, promote and advance the image, standing and common interest of the professional financial services industry.
  • Consistently promote the improvement and standard of financial products, financial advice and intermediary services provided within the industry.
  • Promote and uphold high ethical standards and good business practices within the financial services industry to ensure the sector as a whole maintains a good image and reputation.
  • Make current and potential clients aware that we impose the code on ourselves to distinguish us from average industry expectations.
  • Stay relevant within the financial services industry and up to date with legislative and regulatory changes; and implement these changes at the strategic, operational and risk management levels.

Finding Your Specific Needs