and to the start of your journey to personal financial freedom!

We are your lifetime financial partner, fully committed to helping you achieve personal financial independence. Setting your life goals to an actionable plan and then giving you the necessary tools to achieve them is the essence of what we do. 

We take a holistic approach to financial planning. We consider the whole picture - your current financial position as well as your plans and aspirations for the future -  finding a natural balance. A holistic understanding gives purpose to your money. When you see the role every dollar plays in helping you reach each of your lifetime goals, you are empowered to make better decisions.

For us, success is defined by the milestones you achieve because of better financial planning.

Our renewed vision and updated mission statements reflect our commitment and dedication to better serving our membership.

Our Mission

To provide member intimate service delivery and innovative financial products that will enable our members to feel secure and optimistic about their financial future.

Our Vision
To be the premier provider of specialized financial services, to employees of the financial services sector.

 

Our Service

Our not-for-profit structure allows us to pay our members higher dividends on deposits, offer better rates, fewer or no fees and more personalized service than for-profit banking institutions; For mortgages, vehicles, vacations or education, our member-owners enjoy extremely favorable terms!

We serve anyone who works in any financial institution (Bank, Insurance Company, Mortgage Lender, Credit Union etc.) in Trinidad & Tobago, as well as past, retired or expatriated employees and their families.

We welcome your membership and look forward to helping you and your family on the journey towards personal financial freedom.