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Altitude Financial Planning is Securitor’s QLD Practice of the Year!

Article By Adam Hurwood | | Financial Planning, General News

Altitude Financial Planning has been awarded QLD Securitor’s Practice of the Year for 2013. We are very proud of this achievement and ecstatic that we have once again been recognised statewide for our quality work in Financial Planning – having previously received this award in 2010.

Practices are assessed and rated on a range of Quantitative and Qualitative criteria that include a variety of Business Key Performance Indicators (KPIs). Altitude Financial Planning was awarded for showing excellence according to the many criteria and specifically was recognised for:

1.    What we do for our clients.
Our strong client focus, combined with our comprehensive and effective review process, strengthens the likelihood of maintaining long term client relationships and ensures our clients receive superior service through all interactions with us.

2.    How we run our practice.
Our succession and key person plans are effectively implemented and reviewed regularly to ensure our business is prepared for the future. These plans help to reduce any key individual dependency, and in doing so we have built a sustainable, long term business.

3.    Our reputation in our industry.
We are highly involved in the professional management of our clients’ financial matters and see the importance of holding such a position in trust, handling matters with candour, care and competence.

4.    Our efficiency and professionalism.
Our people are working in an environment which has a good positive culture and is clearly structured and functioning. We pride ourselves on our positive and committed approach to performance management and providing our people with a strong technology platform and ongoing support.

5.    Our profitability, sustainability and proactivity.
Our quality business decisions are based on quality business data which is derived from our effective management system. These systems are designed with a view to keep our business sustainable and successful long into the future for the ongoing benefit of our valued Clients.

To find out how our award-winning Team can help you to achieve your financial success, get in contact with them today!

Altitude Financial Planning is a Corporate Authorised Representative of Altitude Financial Advisers Pty Ltd
ABN 95 617 419 959
AFSL 496178

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