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.
