Our Values
Clay Wealth Management believes in the following set of values:
Family – We are a family-run business, and our employees are warmly welcomed into the Clay Wealth Management family. We know the importance of family to our clients, and we work hard to create a prosperous future for their loved ones.
Fun – Looking after people’s money and shaping their futures is a serious business, and it’s a responsibility we don’t take lightly. When we aren’t doing this, we like to have fun as a team and with our clients. This is a really important part of our company culture, and it ensures we remain happy, healthy and connected.
Health – Without our health, we can’t enjoy our wealth. We prioritise helping our clients and employees to lead balanced, happy and healthy lives.
Community – To supercharge our other values, we need a community. Sharing our family values and having fun with those around us is a virtuous circle that boosts our health. We are active in our wider community, and we’ve created a community for our clients to help them grow.
Our values inform the way we work as a team and how we support our clients. If you would you like to find out more about how we do this, please book a call or a meeting.
