Wealth & Tax Management Awarded Top 100!

Dec 23, 2016 | Tony Byrne's View

We are really proud to announce that Wealth and Tax Management has been recognised and awarded ‘Top 100’ status by the New Model Adviser magazine.

New Model Adviser is one of the profession’s leading publications and carries out regular assessments on financial planning firms across the country to determine the best 100. This means clients can have confidence that these selected firms deliver fantastic service to clients and the profession.

The assessment process involves looking at:

  • a firm’s profitability and the proportion of reinvestment into the business.
  • Qualifications.
  • Commitment to the advice profession.
  • Developing and sharing best practice.

Next time you speak to your friends or family why not ask them if their financial adviser is in the top 100?!

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Useful guides

We've created two useful documents to help you find a Independent Financial Adviser and make sure you get the most from them.

16 Questions To Ask Your Independent Financial Adviser

How to find an Independent Financial Adviser

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