Powered by MOMENTUM MEDIA
moneymanagement logo
 
 

Eureka takes out Fin Wis award

financial-planning/

9 November 2011
| By Mike Taylor |
image
image image
expand image

Eureka Financial Group has been named Practice of the Year by Financial Wisdom.

The annual awards are intended to recognise excellence in financial planning, and Eureka managing director Greg Cook said it represented recognition of Eureka's highly committed team.

"Our strength is in the professionalism, integrity and expertise of our people," Cook said.

According to Financial Wisdom's Mark Ballantyne, Eureka Financial Group stood out in the eyes of the judges because of the depth of its client relationships and for engaging clients in a deep relationship beyond the fundamental business of good strategic advice.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week 5 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks 5 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 6 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 4 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
74.26 3 y p.a(%)
3