Great news! We have been awarded Financial Wisdom’s 2016 National Practice of the Year.
We are honoured by this recognition, but the true reward for us is in knowing we’re doing everything we can to help each of our clients achieve their financial goals. We’re very proud.
Financial Wisdom is a network of financial advisers around Australia who work in their own advice businesses, but are also supported by the scale and resources of the Commonwealth Bank.
This achievement highlights how even a small business like Progressive Financial Solutions, with one financial adviser and four support staff, can set the standard for the profession by focusing on client engagement and high-quality service delivery.
Practice principal Joe Formica explained his recipe for success: a supportive workplace and a client-centred approach.
“Our team culture is great and staff members enjoy coming to work – that’s the main key,” he said.
“Every client has different issues and objectives, and they rely on you to provide solutions that will meet their needs. Seeing clients follow my advice and then staying on track years later, that’s where I get the most satisfaction.”
Joe also thanked Financial Wisdom in its capacity as the practice’s Australian Financial Services licensee, for helping Joe and his team to excel.
“Since joining the Financial Wisdom network, I’ve had the freedom to think outside the box so I can offer my clients solutions that will serve their best interests.”
Mark Ballantyne, General Manager of Financial Wisdom, commented: “By following a disciplined approach, Joe has developed a business model that keeps him in front of his clients. He achieves this by continuously improving and streamlining his processes so he can assist more people.”
Progressive Financial Solutions offers a range of financial advice services, including retirement planning, investments, insurance and estate planning. For more information, contact Joe Formica and his team by phone on 03 9600 9052 or by email to firstname.lastname@example.org.