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Newcastle financial planner in national spotlight

Newcastle financial planner in national spotlight

Newcastle Financial Planning Group (NFPG) CEO, Daniel Brown, has been named a finalist in two major awards programs, acknowledging excellence in business leadership.

Daniel will go head to head in the Regional Business Leader of the Year category of the My Business Awards, Australia’s largest independent awards program acknowledging the outstanding achievements of small to medium businesses.

The award category recognises the regional business leader who has most effectively shaped their business’ success and delivered outstanding growth and development.

The CEO and founder of Newcastle Financial Planning Group – his flagship business, and Central Coast Financial Planning Group (CCFPG), Daniel is also a Specialist Adviser for Capital Property Investment Advisers (CPIA), Fortuity Lending and Fortuity Business Coaching.

Under Daniel’s leadership, NFPG and CCFPG engages with clients in all different phases of life; from those looking to build strong foundations for their family, to those looking to create wealth, and those who are preparing for retirement.

“Our goal is that all clients enjoy peace of mind and confidence in our tailored services, so they are able focus on what matters most and live their ultimate life,” Daniel said.

Daniel is also a finalist in the XY Brains Trust Awards 2019, celebrating advisers driving the positive evolution of financial advice – as voted by the XY Community.

XY, the social network for financial advisers, has more than 3,500 members. Daniel is shortlisted for the Most Valuable Marketing category.

Daniel said he was extremely humbled to be in consideration for both awards.

“I’m extremely proud to have been acknowledged for my leadership and contribution to the financial planning profession,” he said.

“I have a dedicated team who keep the wheels turning and ensure the highest standard of advice for our clients.”

The My Business gala dinner awards ceremony will be staged at The Star Sydney on Friday 15 November.

The XY awards will be announced on Thursday 21 November, also in Sydney.

IMAGE | Newcastle Financial Planning Group (NFPG) 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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