Wealthwise Wins Western Australia Practice of The Year 2011 Award

Financial Planning company Wealthwise Pty Ltd wins its 5th financial industry award in 4 years.

Perth, Australia (prHWY.com) December 3, 2011 - Financial Wisdom, the financial dealer group subsidiary of Commonwealth Bank, has awarded its prestigious Western Australia Practice of the Year Award to Perth-based Wealthwise.

Mark Ballantyne, General Manager of Financial Wisdom, praised Wealthwise for its approach to providing financial advice: "The practice has developed a special Wealthwise Way that delivers consistent high-quality advice to clients."

Jamie Luxton, Principal and founder of Wealthwise, sees this award as a validation of the company's core values: "We are always looking at ways we can improve the value of advice we give to our clients. In the current financial climate, people are very conscious of the need to make sound, informed decisions in order to achieve their financial and lifestyle goals. It's our job to work together with them to reach those goals."

This is now the fifth industry award that Wealthwise has won since 2008. How important is it to receive this kind of accolade from your peers?

"Obviously, it is very gratifying to be recognised in this way on a regular basis. Our industry is based on establishing trust in the adviser-client relationship and the Practice of the Year Award is like getting a public vote of confidence," says Luxton. "We have a great team here and our clients are always commenting on how helpful we are and how we are prepared to go that extra mile."

So what makes Wealthwise stand out from all the other financial planning companies in Western Australia?

Luxton again: "I'd have to say it was our company culture. We actively promote a holistic approach to everything we do. We are constantly asking how we can improve ourselves both as advisers and people, and how we can help our clients improve their lives, not just financially, but in general."

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Tag Words: pension advice, super advice, finacial planner perth, education planning, uk pensions, investment advice

Categories: Finance

Press Release Contact
Tim Luxton / Paul Turner
Wealthwise
436 - 468 Vincent Street
Leederville
WA 6007
(08) 9380 6333
+61 (8) 9380 6333

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