We’re delighted to announce that following last year’s recognition, we’ve once again been shortlisted as finalists in two categories of the IFA Excellence Awards:
- Boutique Advice Firm of the Year; and
- Goals Based Adviser of the Year.
The IFA Excellence Awards benchmark the success and quality of the independent financial advice sector which we are proud to be a part of, especially through these times when the Royal Commission has shone a light on the murkier side of conflicted advice.
Being independent and free from conflicts mean we can always put our clients’ interests first, allowing us to look beyond just investment returns and focus on giving our clients financial freedom to pursue their wider goals.
We’d like to thank our wonderful clients, both new and long-standing, whose support and trust means the world to us. And if you’d like to join us and see what great client care looks like then please give us a call and book in a meeting.
Winners will be announced on the evening of 6 September 2019.
You can read more about the IFA Excellence Awards here.
Keep Wealth Partners Pty Ltd (AFSL 494858).