Sydney, Australia

Allworths Wealth Management is pleased to have won ‘Best Financial Planning Firm’ in the Client Choice Awards 2020.

 

Allworths was also a finalist in the overall category ‘Best Accounting & Consulting Services Firm (<$30m revenue).’

 

The Client Choice Awards is a prestigious annual event, now in its 15th year, conducted by research firm beaton in partnership with National Australia Bank, one of Australia’s Big Four banks.

 

Unlike many professional awards, winners in the Client Choice Awards are determined by client feedback rather than the typical panel of judges. Clients at each participating firm are asked to complete the same detailed survey covering a range of topics and award recipients are decided based on the first 30 respondents per firm.

 

“This is a great testament to the work of our Wealth Management team and broader Allworths family for always putting clients first and delivering exceptional service,” said Mark Copsey, Partner, on receiving the award. “We created the Wealth Management arm of our business in 2009 to provide more holistic support to our clients across their personal as well as commercial financial affairs and this is a great recognition of all that we’ve built in that time. Most importantly, we are very grateful to our clients for their kind feedback, which was the winning factor in this award!”

 

Unfortunately, the planned gala dinner celebrating award recipients was cancelled this year due to COVID-19 concerns. However, this year’s winners including Allworths were named on a full-page of the Australian Financial Review.

 

About Allworths

Leading Edge Alliance member Allworths is a full-service accounting, audit, business finance and wealth management firm based in Sydney, Australia, with origins dating back to 1897. With a diverse mix of rural, city and international clients, ranging from individuals to large enterprises, the Allworths team is accustomed to handling matters spanning all aspects of running a business or growing one’s personal wealth. Visit their website and follow them on LinkedIn for more frequent updates.

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