Apt Wealth Partners nominated for award.
Apt Wealth Partners has been named as a finalist for Boutique Advice Firm of the Year in the IFA Excellence Awards 2019.
I am pleased to announce that Apt Wealth Partners is a finalist for the IFA Boutique Advice Firm of the Year across all of Australia!
This has been a result of the hard work across our three offices, especially in Geelong where we are located at the offices of Patrick Rowan & Associates 😊!
It’s important to understand why we’re in business, which I communicated in my recent LinkedIn post below:
Why we’re in business is to make sure as many Australian’s as possible live their best life, much of this is reliant on their financial position and believe with the right advice together we can make that happen…so it is great to this recognised by being nominated as a finalist for Boutique Advice Firm of the Year!
A few specific examples of why we’ve been nominated involving Patrick Rowan & Associates clients are:
- We’ve recently come across an Life insurance policy for Client X, a PRA client that has had his ex-wife a policy owner which had never been updated since his divorce a number of year ago. Without intervening and making changes if he were to die there is a real chance that she would receive the $1,000,000 life insurance payment. The client has had financial advice elsewhere previously which is clearly no longer appropriate and has not been reviewed.
- We have a Self-Managed Superannuation client with failing health and reducing capacity to act as trustee and have put plans in place to alter the trustee to a corporate trustee which has much improved administration and estate planning outcomes for the client.
- Lastly, Mr Patrick Rowan recently passed on the feedback from a client’s son who is a investment manager in Melbourne who attended a review meeting with Financial Planner Sean Moran and his parents: “They were very lucky to have someone like Sean looking after things for them and their investments are well suited to their needs.“
Despite the recent bad press that the financial advice industry has received over the last 12 months if you are doing the right thing by clients they’ll recognise you for this!
Words: David Maddock, CFP®, BCom. Regional Manager and Senior Financial Planner Authorised Representative 301285
Apt Wealth Partners Pty Ltd ABN 49 159 583 847 AFSL NO. 436121
The winners will be announced at a five-star gala dinner on Friday 6 September, 2019 at the Four Seasons Hotel, Sydney.