Purpose and Values


To be relevant, accessible and valued in the hearts and minds of Victorians.


To help Victorians with their financial needs so they can make the most of their opportunities.


Wholehearted – Committed, Caring and United

Wholehearted protection is acting as one business with a clear purpose, ensuring our clients’ interests and those of the broader Victorian community are at the heart of everything we do.

Understanding – Empathetic and Compassionate

We understand our clients’ needs and demonstrate this by delivering empathy and compassion in every relationship.

Commercial – Professional, Expert and Client Driven

We recognise that we operate in a commercial world. It means being client focused, delivering expert and professional advice in all areas of the business, ensuring sustainable profitability and growth.

Integrity – Ethical and Trusted

Means always applying an ethical approach and creating relationships with all clients built on trust and honesty.