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Client Focus: WB Financial wins Most Outstanding Financial Advice Business, IFA Magazine 2007
What a fantastic achievement and success story - Phrixus Technologies and WB Financial working together to succeed!
WB Financial Management St Leonards has been awarded Australia's most outstanding financial advice business in the IFA Magazine 2007 Best Practice Awards. Beating over 200 practices and five finalists, WB Financial Management was labelled one of the premier firms in operation in the Australian marketplace.
Paul Carroll and the team at St Leonards have a strong focus on building client relationships and providing quality client service on a daily basis. This, along with the integration of appropriate technology and the application of WB business models are key to the success of the business.
“In 2003 we chose to work with Phrixus Technologies, a progressive IT company specialising in small business technology solutions. Phrixus delivered a tailored solution suited to our growing business by combining Microsoft Small Business Server and Phrixus Technologies Managed Services. This solution has enabled WB to achieve maximum network uptime, allow staff to work securely from any location, share files, manage data and backup, refine communication pathways, and simplify our network management.”
“Our entire business process has been streamlined and ultimately allowed us to excel in our primary objective, to serve our clients. Phrixus Managed Services keeps our network tamed to such an extent issues are eliminated before they become a problem – its’ prevention rather than a cure. Our IT setup has been transformed from an unpredictable and expensive drain on resources to become a vital cog helping turn WB into a sustainable award winning business.”
Deb Monk, Manager. WB Financial. www.wb.com.au
Useful Links
http://www.iress.com.au/news_detail.aspx?view=177
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