Grafton and Yamba based financial planning firm, RetireInvest, has just been announced as the RI Advice ‘Practice of the Year’ for its superior approach to running a financial advice business.
RetireInvest Clarence Valley was selected as the premier small business from the RI Advice large network of 125 financial advice firms across Australia.
Peter Ornsby, CEO, RI Advice said: “The Practice of the Year’ award recognises a business that has demonstrated consistent high performance, exceptional client service and a commitment to growing their business. RetireInvest Clarence Valley is a high-quality practice and the award acknowledges its compliance, business operations and advice process.”
“RetireInvest Clarence Valley’s performance shows what can be achieved with a clear business strategy and the ability to execute it. Importantly they are focused on achieving the best possible outcomes for their clients and business.”
Commenting on the awards, Simon Reid from RetireInvest Clarence Valley said: “I am excited to have won this coveted award and thank our amazing clients who make our work so rewarding. Also, our dedicated team who have all contributed to the outstanding client satisfaction we have experienced over the past year.”
“This award is recognition of our passion for what we do and the way we go about it. To be recognised by RI Advice as their winning practice nationally is a great honour for our regionally based business.”
RetireInvest has been providing financial advice to the local Grafton and Yamba community for more than 20 years. They specialise in providing holistic advice personalised to wealth accumulators, retirees and business owners.