ACT Phillip-based financial planning firm, Envision Financial, has been announced as the 2019 Financial Services Partners ‘National Practice of the Year 2 or under’ (with two advisers or under in the practice) for the third year running – for its outstanding approach to running a financial advice business.
The award was announced at the Financial Services Partners conference held last week in Hong Kong. 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 Award recognises a business that has consistently demonstrated high performance, exceptional client service and an ongoing commitment to growing their business. Envision Financial encapsulates all these qualities with this award recognising its professional standards, business operations and advice process. Envision Financials’ proven performance shows what can be achieved with a strong business strategy and the focus and ability to execute it. Importantly they are focused on achieving the best possible outcomes for their clients.”
Commenting on the awards, Envision Financial Director, Luke Smith said “I am proud, for the third consecutive year to have won this award. I want to sincerely thank all my clients who have contributed to this success over the past year. Put simply, we are committed to our clients and financial advice. This incredible run of winning this award three years running is testament of our passion for quality financial advice. 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.