Strategic Management - Financial Planning Organisation

In: Business and Management

Submitted By danielbrown67
Words 2705
Pages 11
Companies Operations

The company is a national financial planning organisation who offers a full range of financial services to a wide variety of clients.

Vision Statement

“We provide financial planning services through a national network of Adviser Practices staffed by qualified financial planners. Our advisers are dedicated to helping you to secure your financial future and achieve your lifestyle choices.

We develop a deep understanding of your needs and risk profile before delivering tailored solutions to your wealth creation problems. Our goal is to work together with you on your journey over your lifetime.

As one of Australia’s most respected financial planning groups, our Financial delivers unique and appropriate solutions for the creation and management of wealth.”

Due to the fact that the company has not published a Vision Statement, the above passage has been taken off the WB website to analyse as such. As can be seen it is directed toward clients rather than at employees of the company but still gives a broad directional indication to managers of where to direct their operations.

Overall as a vision statement the above does not provide the motivation and future direction that a properly worded vision statement can and is meant to provide.

The vision is forward-looking and directional in that it gives employees an idea of what services they are to provide. It also delivers feasible objectives for employees to work towards.

However, as a vision statement it is not memorable due to the fact that it is too long to be easily communicated and is stated in insipid and uninspiring language. It largely relies on superlatives such as “advisers are dedicated” and “one of Australia’s most respected” which detract from the specific services/direction of the company that is/are vaguely mentioned.

Mission Statement

We take a holistic…...

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