Wealth+ Branch of the Year
We are thrilled to receive this award for the Year 2018/2019
The South Yarra Office has been recognised as a top-performer amongst the 60 advisory practices of Morgans Financial Limited and the $15 billion of assets that its clients entrust to be administered on the Wealth+ Managed Portfolio Service.
The investment performance of our clients’ portfolios and the growth in client assets that we look after – as well as the excellence in our client service and our interaction with the Wealth+ administration team – were the criteria measured up alongside our peers and, as the top performer, we were awarded Wealth+ Branch Of The Year 2018/19.
Neil Sutcliffe, Managing Partner – South Yarra Family Office said "This is truly an honour and an achievement we are very proud of – first and foremost, we would like to sincerely thank our clients for entrusting us to look after their investment and SMSF portfolios, who understand the value of our advice and service."
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