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Our vision and values

Banks can be boring. We are not.

If you’ve ever been banished to the back of the queue, put on hold, or just forgotten about by your bank, we’re here to give you a breath of fresh air. Halo Financial provides a personal service for people who want to be treated like individuals and businesses who want to know their custom matters.

Our vision

We strive to:
  • Provide industry-leading levels of customer service ensuring our clients get maximum benefit and satisfaction from our services and solutions.

  • Recruit, develop and retain the very best people as they contribute as much to our business success as our very best strategic planning. We don’t give people jobs, we give them careers.

  • Push technological boundaries for ever greater efficiency and improved customer service.

Our values

Everyone believes in something. We believe in doing things better. We are:
  • Proactive - The first to meet our clients' needs by anticipating them now and in the future.
  • Professional - Knowledgeable, expert, friendly and courteous at all times.
  • Trustworthy - Upholding the greatest levels of integrity, doing what we say we will, when we say we will.
  • A team - We encourage individual creativity and leadership but work together for you.
  • Clear - It’s our job to simplify a complex service, making it easy to use and understand.
  • Dedicated - We believe our services really make a difference.