FOR IMMEDIATE RELEASE
LONG TERM APPROACH PROVEN A WINNER
Brisbane, QLD – 27 October, 2009 - Last week at the Annual Infocus Money Management Conference, Life Assets Wealth Management was awarded Adviser Business of the Year for 2009. Life Assets which is based in the Brisbane suburb of Hamilton won the title from 62 financial planning businesses throughout Australia.
Paul Stephenson, Managing Director of Life Assets Wealth Management said, “The award is testimony to the way we manage and maintain strict processes and client service standards within the business. Our advice and recommendations to clients always maintains a long term focus on wealth creation and protection. By actively managing our client’s portfolios throughout the Global Fiancial Crisis we saw our business grow. The number of client referrals jumped in the past 18 months as many were seeking quality long term financial planning advice.”
“As our business model is not dictated by short term tax deductible strategies, or obtaining unrealistic long term returns we have avoided product related issues that many adviser businesses now face, this has meant that we can continue to create value for our clients, Paul said.”
Life Assets biggest challenge to date is dispelling the myth that only the wealthy see a financial planner. Paul says, “Everyone should seek financial planning advice relevant to their needs, as it’s not what you earn, it’s what you do it with what you earn.”
Life Assets can be found at 15 Allen Street Hamilton and offers an initial complimentary 1 hour consultation. Call 07 3868 3200 to talk to Life Assets about how financial planning advice can help you.
ABOUT LIFE ASSETS WEALTH MANAGEMENT: Life Assets is a Financial Planning and Wealth Management Company. Growing, protecting and managing your wealth is our prime objective. Life Assets Pty Ltd is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 Australian Financial Services Licence No. 236523
Life Assets Wealth Management Press Release Guidelines
URL: http://www.lifeassets.com.au/Press_Release
Posted: Tuesday, October 27, 2009 at 18:30 Eastern Standard Time
Cost to Read: Free
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For further information contact:
Paul Stephenson
Life Assets Wealth Management
paul@lifeassets.com.au
+61 7 3868 3200 www.lifeassets.com.au
