ACT Phillip-based financial planning firm, Envision Financial, has been announced as the 2018 Financial Services Partners ‘National Practice of the Year 2 or under’ (with two advisers or under in the practice) for its superior approach to running a financial advice business.
Announced at the Financial Services Partners conference held last week, Envision Financial was selected as the premier business from Financial Services Partner’s network of advice firms across Australia.
Geoff Kellett, CEO, Financial Services Partners said: “National Practice of the Year 2 or under recognises a business that has demonstrated consistent high performance, exceptional client service and a commitment to growing their business. Envision Financial is a high quality practice and the award acknowledges its professional standards, business operations and advice process.”
“Envision Financials’ performance shows what can be achieved with a clear business strategy and the ability to execute it. Importantly they are focused on achieving the best possible outcomes for their clients and business.”
Commenting on the awards, Envision Financials’ Director, Luke Smith said: “I am proud to have won this award and thank all my clients who have contributed to the outstanding growth we have experienced over the past year.”
“Put simply, we are committed to our clients and financial advice. This award is recognition of our passion for what we do and the way we go about it. To be recognised by Financial Services Partners as their winning practice is an honour.”
Envision Financial specialises in providing financial advice covering Government and Military superannuation, SMSFs, tax effective investment strategies, as well as business and personal insurance.