Local Financial Advisers receive Practice of the Year Award

Local Financial Advisers receive Practice of the Year Award

Coastal Advice Group, comprising of local branch Newcastle Financial Planning Group, Central Coast Financial Planning Group and Sydney Wealth Advisers, has been announced as the national winner of the RI Advice Practice of the Year Award

RI Advice is one of Australia’s oldest and most well-regarded financial advice groups, with over 40 years in the financial advice industry.

The Awards of Excellence Reward and Recognition program at RI Advice Group follows a great tradition of recognising the best performers within its network, with Coastal Advice Group being recognised for their exceptional financial business performance.

RI Advice Chief Executive, Peter Ornsby, said this recognition is a testament to the way the group dedicate their time to clients and continue to seek improvements within their service offerings.

“The Practice of the Year award recognises a business that has demonstrated consistent high performance, exceptional client service and a commitment to growing their business,” Peter said.

“Coastal Advice Group is a high-quality practice and the award acknowledges its compliance, business operations and advice process.”

The Coastal Advice Group team is comprised of eight highly skilled specialist financial advisers, with over 160 years combined experience.

The operations of the three businesses are managed by an in-house team of eleven industry professionals who are dedicated to strong compliance, technical knowledge, and quality client experience to ensure their clients receive a market-leading level of service and advice.

Coastal Advice Group’s CEO, Daniel Brown, said the Awards represents Coastal’s strong business mission and the teamwork that helps to make it possible.

“This award truly represents the hard work and dedication of our team. Our unique and positive culture encourages our team to think outside of the square and not settle for the status quo,” he said.

“This has led to the exceptional results and growth we have achieved throughout all facets of our business operations.

“With the scale that we now operate, we are able to pair our clients with an Adviser who has similar passions, experience and expertise in the areas of advice they require support; resulting in trusted long-term relationships with their Advice team.

“The connections we have forged with our clients pushes us to continually excel in the value we deliver to our clients,” he concluded.

Coastal Advice Group specialises in providing tailored financial advice solutions for young professionals, retirees and aged care from Sydney to the Mid North Coast.

IMAGE | Coastal Advice Group’s CEO, Daniel Brown.

Newcastle Financial Planning Group

Newcastle Financial Planning Group do things differently. Where many financial planners look at your income and assets and then tell you what you can achieve, NFPG like to start by understanding the essence of the life you want and work backwards from there. Everyone is different, so every financial plan should be tailored to the individual lifestyles and goals of their clients.

Their team of financial planners are passionate about delivering the best possible outcomes for their clients. NFPG’s key strengths are really listening to their clients’ desires, ambitions, goals and dreams to ensure that the plan they create together is one they mutually agree to and continue to develop over time. NFPG utilises all relevant strategies and products to ensure their financial planners continue to evolve and deliver meaningful outcomes for their clients.

NFPG is committed to forming lasting life-long relationships with its clients and supporting them through life’s up and downs. Dedicated to excellence and exceptional client support, the team promotes and encourage positive change within their industry and community.

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