The finalists for the 2027 Risk Practice of the Year Award, sponsored by PPS Mutual, have been announced. Congratulations to:
- Beaulife Group
- DPM Financial Services
- Hood Sweeney
- MBS Insurance
- Navita Wealth
- Oakmont Financial Group
- Skye Wealth
I’m really pleased to be one of the judges for this award.
Reading the submissions and watching the videos gives you a real window into how risk advice practices work. The care for clients. The effort at claim time. The way teams look after each other and bring new advisers through. It’s the stuff that rarely makes headlines, but it matters a great deal to the people they help.
Choosing seven finalists was not easy. Every practice that applied shared something worth learning from, and I want to thank each of them for being so open about how they do things. Putting your business forward like that takes time and a bit of courage.
Three of this year’s finalists, Hood Sweeney, MBS Insurance and Skye Wealth, were also finalists in 2026, when Queensland-based Personal Risk Professionals took out the inaugural award.
What the judges looked at
Submissions were assessed across six areas:
- Customer excellence
- Commercial strategy
- Continuous improvement
- Cultural strength
- Industry contribution
- Claims advocacy
The award looks beyond the advice itself. It recognises how practices grow and keep their clients, support them through claims, invest in new advisers, use technology well, and give back to the wider profession.
What’s next
The finalists now move to the final stage of judging. The winner will be announced in the lead-up to the Riskinfocus 27 Risk Advice CPD Tour in March 2027.
For me, the real value of the award is what comes after. Every year it gives us more great examples to share across the profession, and I’m looking forward to those conversations.
A big thank you to PPS Mutual for backing an award that shines a light on the work risk advisers do for Australian families.
Marc Fabris
Founder, Risk Hub
