Centrepoint accolade for Citadel Wealth Solutions
Providing solid advice on investment strategies, insurance, debt reduction and estate planning has seen Citadel Wealth Solutions take home the Centrepoint Alliance 2017 Advice Firm of the Year Award.
Citadel Wealth Solutions’ joint owners John Lubberink and Maggie Tagg received praise from Centrepoint, with the firm pointing to their their dedication toward clients across multiple life stages and success in building a multi-generation business.
“They focus on assisting their clients to build wealth through their working life and then specialise in managing it effectively throughout their retirement,” Centrepoint said.
“They also provide advice to those clients with specific planning needs such as Centrelink or Aged Care.”
Centrepoint also said extra initiatives coordinated by Citadel, which include an annual client dinner and a golf day were demonstrative of the positive relationships the Kew East-based firm has built with its clients.
AUTHOR
Hope William-Smith
Recommended for you
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.
