Michelle Roberts wins Best Small Practice of the Year Award for 2016
Ms Michelle Roberts* has won the prestigious Australian Unity Best Practice Small Practice of the Year award for 2016.
Presented by Steve Davis, CEO of Australian Unity Personal Financial Services, the award recognises excellence in managing a financial planning practice.
Mr Davis said: “Michelle has won the award because of the amazing service and financial advice her practice provides their clients, and for the efficient, client focussed way she runs her practice.
“Michelle’s practice provides top level financial advice to clients who need guidance on investments, superannuation, and wealth creation and protection. Their clients have greatly benefited from her advice and there’s no doubt that Michelle and her staff always have their clients’ interests and financial wellbeing as their highest priority,” Mr Davis added.
Ms Roberts said she was honoured to receive the award, and paid tribute to her staff. “The best part of our job is helping people. Our clients come to see us because they need advice on how to structure their finances and investments so they can be financially comfortable for the rest of their lives. And when we can help them do that, it’s great for them – and it’s very satisfying for us,” Ms Roberts said. Ms Roberts explained that the clients her practice can help the most are typically those who are:
- Consolidating Super, SMSF
- Accumulating wealth
- Needing risk insurance
- Investing a lump sum
- Wishing to reduce their tax liability
- Running a business and need
- Business Succession Planning
- About to retire