Case Studies

Asset Innovation Award 2009

Branching from the well known Financial Review, Asset Magazine is one of Australia’s leading publications for financial planners and investment professionals. This puts Asset in a great position to recognise the leaders in the financial planning industry. The Asset Innovation Awards are a great opportunity to showcase the financial planning industry’s entrepreneurial and modern spirit. Our focus on innovation is complimentary to Asset’s commitment to identifying the financial planning businesses of the future.

The Asset Innovation Awards for financial planning are conducted in conjunction with The Asset Platform Innovation Awards, judged by Investment Trends; and The Asset Margin Lending Awards and The Asset Risk Awards, judged by Rice Warner.

For the past seven years, Asset has identified organisations that are tackling business challenges head on, coming up with new solutions and forcing new innovations. In August 2009 PlanBiz Financial Services were awarded the Asset Innovation Award. PlanBiz competed against significantly larger financial planning practices nationwide, but managed to take out the honour based on their ability to combine innovation and improvement of their business practices whilst maintaining a personal relationship with their clients.