Stratus Financial Group has (for the second time) been awarded Practice of the Year at the Fortnum Financial Advisers gala awards night held in August this year on the Gold Coast AND now in September, the prestigious ifa Excellence Award for Holistic Advice Firm of the Year.
“We’ll be honest, awards are important to us as they represent a much bigger plan for our business, our team and importantly, our clients,” Brett Cribb, Practice Director said on behalf of the Stratus team.
“Awards recognise commitment and hard work. Of greater importance, they reflect our genuine endeavour for delivering what our clients deserve – the best possible financial planning knowledge, systems and service,” he said.
Stratus Financial Group first won coveted Fortnum award in 2016, confirming the team’s commitment to high standards, technical excellence and genuine ‘client first’ values.
“This first award in 2016 was very much a confirmation that our commitment to excellent business and customer care practices was working. We then progressed to overhauling our entire administrative process and updating our software to increase efficiencies. We also upgraded our online security to keep our clients’ information safe. For this we won the Operational Excellence Award in 2017,” Brett said.
These efficiencies made team members and clients happier, as needs and requests could be processed and given responses faster. Brett’s view is that happy clients actively make referrals to friends, relatives and associates and this led to the firm’s growth. Not surprisingly, Stratus Financial Group’s third award in 2018 was Winner of Business Growth.
Genuine values and strong operation processes coupled with a collaborative approach that considers other aspects of our clients’ financial wellbeing, has led to Stratus Financial Group being judged this year’s winner of the ifa Excellence Awards for the Holistic Financial Advice category.
The ifa Excellence Awards are the pinnacle event for the nation’s independent financial advice sector, recognising the outstanding commitment of Australia’s independent and non-aligned advice community including advisers, licensees, support staff and practices.
“For us, it confirms our genuine commitment to excellence for our clients and recognition of our awesome team! And collectively, all these awards epitomise our ‘why’ which is to help our clients take financial control and live their best lives,” Brett said.
Please contact the team at Stratus, who are financial planners for Resources Unearthed, to find out how our experience and insight can help you and your family. Phone 3007 2000 or email firstname.lastname@example.org
Resources Unearthed is a solutions hub that provides integrated financial, legal, property and accounting & business advisory services for executives, professionals and business owners in mining and resources.
Stratus Financial Group and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306. This is general advice only and does not take into account your objectives, financial situation or needs, so you should consider whether the advice is relevant to your personal circumstances. You should also read the relevant Product Disclosure Statements (PDS) before making any financial decisions.