Earlier, in October, the Centrepoint Alliance financial advice community headed off to Capetown, South Africa for our Annual Partner Summit where we held our inaugural ‘Advice Firm of the Year’ Awards ceremony in.
To kick off the event, we flew key staff and partners to the venue where we shared our plans for the year as well as invited their thoughts and feedback on our engagement and how we could improve it still further.
No losers, only winners
At Centrepoint, we are very clear about one thing – ALL our partners, without exception, are stars. And we would be nothing without their light.
On the night, three partners stood out more than the others did.
They were Citadel Wealth Solutions (congratulations guys!) who took home the prize for Best Practice for firms with a gross revenue of over AUD1 million; finalists were Evalescvo Financial Services and Big Financial Services.
Stephens Plattfuss & Co who took home honours for Best Practice under $1million Gross Revenue- finalists being Convergence Wealth Management – congratulations both.
And finally, for Best New Practice for companies under 5 years in business, we welcome First Advice Solutions – the second finalist - Assure Wealth.
With you, we are creating a new world of financial advice
As the financial services industry gets even more complex, Financial Planners and Advisers play a key role in helping Australians understand their financial situation and improve the way they manage it.
By setting goals, and developing a disciplined approach to managing and investing money, we are proud of the role our community of planners and advisers play in helping Australian families achieve the lifestyle independence they individually seek.
Investment partnerships, second to none
These days, we are only as good as our investment platforms and solutions are.
Technology and partner-based platforms have changed the way markets and industries operate.
At Centrepoint Alliance, we are quick to spot an opportunity and have invested in partnered arrangements that work for clients but that also respect and protect the adviser-client relationship.
With investment solutions that include Ventura Managed Account Portfolios (vMAPs), Ventura Managed Funds and investment platforms, we give our partners a ‘spread’ of opportunities they would be hard pressed to find elsewhere.
Lending solutions that work across all the major finance classes
Whether your clients are looking for finance to fund a major commercial property, a mortgage, or a critical asset, Centrepoint Alliance is equipped to provide meaningful choices.
An extensive, and carefully selected panel of lenders – along with the specialist products that they offer – our technology, education and support put us in the best possible position to deliver advice your clients will benefit from, and trust.
We are looking to grow our community of financial advisers and planners
We offer full support, training and access to our business development experts who have many years of experience in the industry.
To learn more about the joining our network- talk to one of our business advisers – today. To do so, call us on 1300 557 598.
Sydney (02) 8987 3000
Melbourne (03) 9092 4000
Brisbane (07) 3136 2000
Adelaide (08) 8124 5000
Perth (09) 9436 6000.