Vision

 “Be the best and most trusted at direct sales and delivery of financial solutions.”

 At O’Keeffe & Swartz Consultants, we strive to be the world benchmark in the selling of simple financial solutions. Our aim is to offer the right product, to the right client, at the right time, at the right price and in the right manner, utilising all technologies and mediums in the process. We are passionate people, always striving to exceed our own, our clients’ and our shareholders’ expectations.

Values

Trust, Integrity, Respect, Honesty and Humility are the foundations on which we have built our company. These values forge the relationships we build, not only with our clients and our suppliers, but with each other as well. We believe that the quality of these relationships is our greatest asset and we are committed to their continuing development.

Behaviours

• We have, during our long history, established a set of behaviours that we follow consistently in order to live our values.
• The attitudes we developed at our beginning, as a small, close-knit company will guide us as we flourish.
• We believe in respect and will continue to embrace a caring attitude, treating everyone equally.
• We will endeavour to align our own interests with the needs of our clients, the business and the industry as a whole, growing in potential as our people grow.
• We will be trusted in what we do and will always be known as acting in the best interest of our clients.
• We will do our business in an ethical way and will never undermine our value system.
• We are accountable for our actions.
• We will always love what we do and have fun doing it!

BEE

 O’Keeffe & Swartz fully supports Broad Based Black Economic Empowerment. We have a level 5 BEE certification and are recognized as a value added supplier.