21st Annual Client Awards 2017

The sun was shining once again on another beautiful Derby Day at the Gold Coast Turf Club.

With our business turning ’21’ this year, Group CEO & founder Eric McCay thanked those people who have supported our business from it’s birth all those years ago, to it’s coming of age today.

Our charity, Future 2, was hoping that our tables of ‘fund managers’ would make the right selections and achieve maximum returns. As has been the case in the past, it was mixed fortunes for our teams on the track. However, thanks to everyone’s generosity on the day, Future 2 will receive over $1,700!

The highlight for Eric and Rob is the presentation of awards for clients who have reached their WealthStep milestones. This year we had 16 award recipients in total, including two couples who have achieved WealthStep 5 – True Financial Independence. Congratulations everyone!

A special thank you to Sarah and the team for organising another fantastic day and we look forward to seeing you all again next year!