The Personal Finance Awards recognise and celebrate outstanding individuals and firms who strive to deliver exceptional consumer outcomes within the financial planning profession. Shining the spotlight on those who excel in delivering high standards and commit to continuous improvement, the awards are an opportunity to showcase success and celebrate remarkable achievements. The awards not only continue to exemplify good practice but also inspire others to follow suit. Any individual or firm, regardless of size, as well as personal finance journalists may be eligible to enter. There are a variety of categories to choose from ensuring specialists from across the sector get the recognition they deserve.


There are 8 Member Awards and 6 Media Awards categories.

Key dates

Member Awards

  • Open for entry – 21 April 2022
  • Closing date for entries – 5 July 2022
  • Stage 1 judging – 7 July 2022
  • Case studies sent to shortlisted entries – date TBC
  • Closing date for submission of case study – date TBC
  • Stage 2 – judging panel interviews (Chartered Financial Planner/Firm) – date TBC
  • Winners announced – November 2022

Media Awards

  • Open for entry – 21 April 2022
  • Closing date for entries – 2 September 2022
  • Winners announced –  November 2022