Advisory Group of the Year Award!

Apogee Financial Planning, our financial planning licensee, has won the CoreData Research Advisory Group of the Year award for 2012.

Based on the research and feedback provided by potential clients (‘shadow shoppers’) who went through the process of seeking financial advice, the Award recognises the quality of customers’ experiences when seeking advice from an Apogee adviser.

Apogee achieved first place in four of the seven categories, highlighting our ability to meet your needs by providing quality advice.

This award is extremely significant because it’s based on the experience of real customers seeking advice, and compares the quality of those experiences across Australia’s leading advice networks.

This award reflects the quality advice and client focus of the businesses in the Apogee network and acknowledges our absolute commitment to delivering meaningful advice to clients.

That we’ve won this award three times in the last five year reinforces our long term client focus and quality advice capability.