Boutique Advisers Private Wealth is proud to announce that Wealth Adviser Karen Haarhoff AFP®, has been named Holistic Adviser of the Year – ACT, SA, TAS, WA at the 2025 ifa Excellence Awards, held last night at the Hilton Sydney.
Karen’s award acknowledges her ability to deliver comprehensive, multidisciplinary advice across investment and risk, SMSF, tax and accounting, legal and estate planning. Her approach is built on Boutique Advisers’ Five Pillars Framework– a methodology that transforms complex financial decisions into clear, actionable strategies.
Reflecting on her win, Karen said: “Winning this award provides invaluable networking opportunities, creates connections and collaborations, and recognises my journey of re-education and the meaningful work I deliver to my clients.”
Karen’s success is underpinned by her ability to simplify complexity, foster trust, and coordinate multidisciplinary solutions. Her relationship-driven approach has resulted in significant client growth, repeat engagements, and strong advocacy.
Boutique Advisers Private Wealth was also proud to be named finalists in two additional categories:
- Gary Hasler – Thought Leader of the Year
- Boutique Advisers – Self-Licensed Firm of the Year
These recognitions highlight the firm’s commitment to independence, innovation, and delivering tailored strategies that empower clients to achieve clarity and confidence in their financial future.
The ifa Excellence Awards are a national celebration of achievement in independent financial advice, recognising individuals and firms that demonstrate leadership, innovation, and excellence across Australia’s financial services sector.
The awards are judged on both quantitative and qualitative criteria, including growth, business development, diversity, leadership, and contribution to Australia’s financial advice sector. The judging panel comprises academics, business executives, entrepreneurs, and innovators.
Boutique Advisers Private Wealth is an independent, privately-owned firm with a proud history dating back to 1991. Founded by Gary Hasler in 2003, the multi-award-winning team delivers tailored financial advice that aligns with clients’ goals and values. Specialising in wealth management, succession planning, legacy strategies, and retirement solutions, Boutique Advisers combines decades of expertise with a commitment to transparency and care, ensuring trusted guidance for generations.
