We’re thrilled to announce that Climb Wealth has been shortlisted for Dealer Group of the Year at the ifa (independent financial advice) Excellence Awards Awards 2021, showcasing the top financial advisors and dealer groups leading the way in the industry.

The ifa Excellence Awards is the pinnacle event for recognising the outstanding achievements and excellence of exceptional professionals across Australia’s financial advice sector.  This is the second year in a row Climb Wealth has been named a finalist.  Climb Wealth’s Director, Brenton Tong, is also finalist for Holistic Adviser of the Year for the third year running.

The awards were created to acknowledge and reward the contributions of the top financial advisors and dealer groups in Australia, noting their dedication to their profession.

“At a time of change and upheaval for the industry, and after another year of business and family disruption as a result of COVID, it’s so important to take some time and recognise the achievements of the independent financial advice industry and the fantastic innovations that are going on inside advice businesses” says ifa editor Sarah Kendell.

“A huge congratulations to all of this year’s finalists for their outstanding dedication to client service through such a challenging time and the excellent examples they are setting for their peers around adaptation and success through adversity.”

Brenton Tong, Director of Climb Wealth, said that he was “humbled to be recognised and proud to be named as a finalist in the ifa Excellence Awards Awards 2021.”

“Climb Wealth’s recognition for our excellent contribution to the financial advice industry reinforces the strength of our service and our dedication to our advisors and community.”

“We’ve been focused on innovation and putting clients first since day one.  Being shortlisted as one of the top dealer groups vindicates this will continue to be the only way going forward”, he added.

The winners will be announced at a black tie event on 17 November.  Wish us luck!

Rebecca Hanifin

Rebecca is our communications director, passionate about promoting the positive impact of quality financial advice on personal wellbeing.  Read her full bio here.