15th July 2017 - SMARTadvice Finalist Marketing and Communications Award
Peter Horsfield and the team at SMARTadvice are incredibly excited and humbled to have been nominated by their clients and peers for the Marketing and Communications Excellence Award in the 2017 Cairns Chamber of Commerce Business Excellence Awards.
This award recognises organisations that have most effectively capitalised on market opportunities, integrated innovative marketing techniques and driven demonstrable business success.
No matter the outcome Peter, Rosalind and Moiria already feel like winners and are on the right track to provide a service that not only meets, but exceeds client expectations.
Thank you to everyone that nominated SMARTadvice and inspiring us to give you even more value.
SMARTadvice was founded in 2004 as a boutique financial services business with a vison to become a one-stop-shop of for clients.
Peter Horsfield CFP (Certified Financial Planner) and the SMARTadvice team having a combined 60+ years of industry experience and helping people achieve their goals sooner.
In 2014 with improvements in technology, balanced lifestyle aspiration and having world class airport SmartAdvice relocated its head office and team to Cairns and service clients across all Australia and internationally.
More than ever, the financial services industry continues to create confusion and noise in an attempt to gain more of people’s wallet.
SMARTadvice’s message is transparent. We simply help you make smart financial choice based on what’s important to you, and we use a five-step approach to help you make the process as easy and effective for you.
- Identify your values.
- Set your goals.
- Benchmark your current financial reality.
- Create your Financial Road Map.
- Implement and manage your plan.
If you’ve ever felt overwhelmed by the process of financial planning…if you’ve wondered how to find a financial professional who is both competent and trustworthy…if you know that a strategy would make all the difference to your financial future…if you always suspected you could base your financial plans on something more meaningful than immediate needs and long range financial goals…if you aspire to live your ideal life worry free SMARTadvice and Values Based Financial Planning is for you.
Peter Horsfield in an Authorised Representative and Investsure Holdings Pty Ltd ABN 16 050 286 630 as trustee for Horsfield Family Trust ABN 55 609 068 513 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523