In 2010, Penguin Wealth was founded by our Managing Director, Craig Palfrey with one goal in mind – to help people.

Our mission statement is “Helping People Live their Best Life, by Making Smarter Financial Decisions” and we believe that our processes, team and accreditations allow us to achieve this.

Over the past 12 years we have continued to grow and develop and are now a team of 24!

Craig has always believed in the philosophy ‘One Life, Live it Well’. By following this mantra, Penguin has built a culture of trust, openness and communication.

Over the years, Craig has made sure to give Penguin employees the opportunity to grow and develop and has made sure to share his experience, knowledge and passion of the Finance industry.

As we continue to grow, we make sure our Core Values are constantly implemented amongst our team…

· At Penguin we Commit to our Words, Actions and Results

· Clients’ Needs 1st – Always

· Communication is key

· Have Penguin Positivity with a Can-Do Attitude

We believe that living by these values not only allows us to provide our clients with the best possible services but also allows us to challenge the ‘norm’ both in and out of the office.

“It was easy to see the attraction straight away with Penguin, through the amount of support I’ve had from the team and how much the company has grown since I started, we’ve almost doubled.”

 – Ashleigh Parfitt, Client Services Team

Our business is ever evolving and as we were planning what was next we started discussing what the company and team have achieved. This then led to a conversation about our branding and logo and we came to the decision it was time for an update.

When planning our rebrand, we wanted to make sure it represented our company’s growth and success of the past twelve years and give our logo a more bold and modern look.

With the rebrand we have also updated our space with a complete refurbishment and expansion of our office. (Visit our social media for a video tour of the new space!)

We can’t wait to welcome you into our new space and see where the next 12 years take us!