Connecting people and communities
Wednesday, 26 February, 2014 Page 9
Financial Freedom WHAT’S your idea of ﬁnancial freedom? At Hillross Albury your idea of ﬁnancial freedom can be realised. Their award winning ﬁrm specialises in client relationships and provides sound ﬁnancial strategies and professional advice. “We are passionate about helping our clients attain their idea of ﬁnancial freedom, along with a fundamental objective to help build, manage and protect their wealth,”practice principal Tony Smith said. “Helping people achieve their idea of ﬁnancial freedom is who we are, what we do, what we stand for – our purpose. We help our clients realise their goals and dreams to pursue their best life.” It’s this passion and dedication to the local community that gained Hillross Albury the prestigious title of 2013 Hillross Advisory Firm of the Year. This Award honours the most outstanding advisory ﬁrm of the year from a pool of 149 advisory ﬁrms, of over 360 wealth management advisers Australiawide.
“It’s an achievement we are very proud of,” Tony said. “Our team works very hard to make sure our clients have a great experience when they come to visit us. We feel our relationships with our clients are pretty strong, and I think that shone through at the end of the day. “Over 100 of our clients were also surveyed by an independent organisation as part of the criteria for the award, and I think this award has been a reﬂection of our dedication to our clients.” In addition to this award, Tony gained Hillross Stategist Membership – a position awarded only to the top 23 ﬁrms across Hillross, and Wayne Moriarty gained Amicus Status - awarded for 10 or more years as a Strategist across the AMP group. The Hillross Albury team also won the 2013 Service to the Community Award, which recognises their strong contribution to the community through participation in the AMP Cancer Council pro-bono program. “Our services, products and systems are supported by Hillross, one of the most respected
The team from Hillross: Lindsay Poy, Tony Smith, Jenny Adams, Kelly Jolley (rear), Tarryn McLeod, Kelly Mitchell, Wayne Moriarty and Liz Smith.
ﬁnancial groups in the country,” Tony said. “Hillross ensures that our conduct is exemplary, our systems are sound and our technical knowledge and advice is of the highest standard. “At Hillross Albury we have access to a professional network of accountants, solicitors and other specialists to provide
a full and comprehensive range of ﬁnancial strategies and products for our clients.” The awards come after a corporate restructure a year ago, resulting in Tony becoming the practice principal and Wayne Moriarty a director of the ﬁrm. The ﬁrm has been providing quality ﬁnancial advice in the Border region for over 30 years,
with Tony and Wayne supported by an additional two ﬁnancial advisers and four support staff. “We have embraced the Hillross ﬁnancial freedom branding and even though we have changed our name and look, we still maintain the same great team providing the same great service,” Tony said.
WHAT’S YOUR IDEA OF FINANCIAL FREEDOM? We can offer Professional Advice on. . • Self Managed Super Funds (SMSF) • Savings & Investments • Money Management • Superannuation • Transition to Retirment • Home & Property Loans • Insurance & Protection and help you on your jounrey to Financial Freedom Visit or call Hillross Albury at 533 Kiewa Street Albury NSW 2640 T F E W
02 6041 1177 02 6041 1342 email@example.com hillross.com.au/hillross-albury
Hillross Albury is a Corporate Authorised Representative of Hillross Financial Services Limited ABN 77 003 323 055, AFSL 232705