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TAILOR, ADVOCATE, TRANSCEND
TAT stands for tailor, advocate and transcend - these are three founding principles that we uphold each day since we started our business in 2015.
Vision
Every story is worth exploring.
Mission
Integrating smart financial planning into everyday life in a seamless manner.
Our sole purpose
To make financial education more personal. We felt that financial education was not communicated properly and decided that the industry needed a change. Fast forward to today, we are a growing team driven by the ambition of creating an ecosystem that allows people to build a business around financial planning.
We believe that great things can be achieved when we come together, so join us in creating a legacy that future generations will be proud of!
Our values
People First
“Humility is not thinking less of yourself, is thinking of yourself less.” – Rick Warren
Personal Responsibility
We embody personal responsibility in everything we do.
Kindness
“A true act of goodwill always sparks another.” – Klaus
Progressiveness
We strive for growth in the ever-changing financial landscape.
About Our Logo
Our logo comprises of three individual diamonds that represent our core values (tailor, advocate and transcend) coming together, symbolizing unity and limitless potential. As a company that puts our people first, the subtle overlay of two smaller diamonds represents acceptance and our belief in grooming individuals from all walks of life. In its entire form, our logo is embellished with straight, dotted lines that ultimately mirrors our ethos of adapting and evolving to our client’s needs in this every-growing journey.
