Attivo Group is a national financial planning group. Giving clients financial confidence is at the heart of what we do.
Founded in 2005, Attivo Group is a privately owned company and we prefer it that way. We do what we feel is best for our clients, our people and the business and we pride ourselves on being completely transparent, open and honest.
We believe our corporate structure, specialist skill set and focus on training and professional development ensures we have a highly qualified and technically competent team. This makes us refreshingly different and able to provide great value advice and service to our clients.
Attivo Group includes Attivo Financial Services, Attivo Financial Planning and Sovereign Asset Management.
Our values provide a framework for recruiting and developing our employees as well as guiding our behaviours and how we serve our clients. They are reflective of exactly what our business is about: people; as without our clients or our employees we would not exist.
We work to build honest, long-term relationships with each other, our business partners, and especially our clients to give them confidence in their financial planning.
We believe all Financial Planners and Paraplanners should be qualified to Fellow and Chartered status and be Occupational Pension Specialists. We continuously develop the knowledge, skills and qualifications of all our people so we can provide the most technically competent, independent, financial planning advice.
We strive to decide our own fate and we act with self-reliance and trust in our own abilities. We accept responsibility for our conduct and quality of work so it is ‘right first time’ to ensure positive client outcomes.
We deliver forward-thinking advice and service and we are quick to respond to changes in regulation, legislation and market movements. We coach and mentor our people, supporting their development needs so that they can perform to the best of their ability.
We understand the importance of a high-trust environment to enable our people to help our clients. We strive to promote from within and for all employees to have a clear career path to fulfil their potential.
We always do the right thing for our clients, each other, our business partners and the wider community – we do not take shortcuts. We are wholly committed to providing unbiased, independent advice and every client should feel as though they are our only client.
"Rob Shirley has over many years, gone from being a proficient financial adviser, to our trusted adviser, counsellor and friend."
"It is brilliant to not need to worry and have complete confidence that someone will look after your best interests for you."
"Outstanding personal service, tremendous impartial advice focused on our objectives."
"Rob Shirley of Sovereign Asset Management has worked for me for many years. I have found the service I have received to be very professional and honest. Their staff are very polite and friendly. Highly recommended."
"We feel that our affairs could not be in better hands."
"Rob provides a highly professional, efficient and knowledgeable service."
"We have been associated with Sovereign and Rob Shirley for over ten years. Rob has always explained financial options clearly and offered sound advice. When dealing with our affairs we have found Rob to be unfailingly courteous, approachable and thoroughly trustworthy."
"They are highly professional, always available and act with the utmost integrity."
"Rob is diligent and highly efficient. He makes the complex simple and always saves me time and money. Highly recommended."
"We feel Rob Shirley will always go the extra mile and aims to exceed our expectations."