Puddle 2 Pond is committed to providing the very best advice, with successful long term strategies underpinning everything we do.
In an industry like financial planning, great advice can lead to remarkably positive life changes, and poor advice can have devastating effects. So it’s reassuring to know when you’re working with someone who has been recognised by their industry for the outstanding advice they provide.
We are delighted to have been recognised for our outstanding advice by key industry body AMP Financial Planning.
2016 Value of Advice Winner, AMP Financial Planning
AMP Financial Planning is Australia’s largest financial planning licensee. The Value of Advice Award is highly sought after and receives enormous accolades within the industry.
This award recognises the overall value provided to a client and is awarded to the adviser who has made the most significant and material change to a client’s financial future. It is by far the biggest achievement in her career so far and is a clear representation of her commitment to her clients.
This Award was presented to Amanda in recognition of the advice provided to a single retired client with a young disabled daugther. Whilst it was a challenging case, it was also extremely rewarding. Amanda learnt a lot from this case and was pleased to be able to provide her client peace of mind that her disabled daugther would be looked after financially even when she is gone.
As part of the submission her client provided the following (shortened) testimonial:
“I am a single parent of a young adult who has a disability and this requires me to be aware of all my financial options, so I can plan for both our futures including when I am not here. Amanda has taken the stress out of managing my financial and estate planning needs for now and for my daugther into the future, her explanations are clear and understandable and her assistance with the communication with Centrelink for both of us, has provided a holistic approach to our financial future.”
2013 Southern NSW/ACT New Practice of the Year, AMP Financial Planning
AMP Financial Planning presents the New Practice of the Year Award to a fledgling practice that is already demonstrating an outstanding commitment to their clients, their community, and profession.
To win this Award, the recipient must have demonstrated behaviours of professionalism, quality of advice, and client service, as well as maintain adherence to core ethical standards, profitability and sustainability.