13 Sep 2017

On Thursday 7th September the National Independent Financial Adviser Excellence Awards were held in Sydney. These annual awards recognise the leading firms and individuals in Australia’s independent, non-aligned advice community.

After being named finalists in 3 company and 1 individual award VISIS Private Wealth won the “Holistic Advice Firm of the Year” and “Best Client Servicing Company” awards.

Speaking after the awards VPW Partner Grant Dougan said “For the past 16 years we have built our business on the core principle that we only ever do what is best for our client and that we will do so professionally and with uncompromising integrity. To be recognised as industry leaders in the delivery of client service and holistic advice to our valued clients is a great honour”

Since 2001 VPW has been focused on building and continually refining a holistic service offering that caters to the advice and service needs of executives, professionals and high net worth clients. This integrated wealth and tax offering that is supported by a dedicated team of professionals was a key factor in VPW being awarded the “Holistic Advice Firm of the Year”.

VPW would like to thank their loyal clients for their wonderful support over the past 16 years and also acknowledge the significant contribution of each member of the VPW team.

For more information on VISIS Private Wealth please visit www.visis.com.au or call our office on 07 3231 4004 and speak to one of our qualified advisers.

 

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