We are open for 2022

We are open for the new year and taking appointments. With so many external impacts on all our lives over the past two years as we have responded to the COVID-19 pandemic, many of you will have had a change in situation or had a chance to reflect on what is really important to you. For this reason we encourage all our clients to book a review meeting with us so we can discuss your current situation and any changes that may need to be made to your financial plan to accurately reflect your situation now.

For our clients who prefer face-to-face meetings, please rest assured we will follow the Government’s health advice around operating a COVID-safe business so we are able to accommodate face-to-face meetings in our office. We welcome the opportunity to see you in person.

We have found the online virtual meetings are a highly effective way of engaging clients and conducting meetings so for any clients who prefer to communicate via online channels, we are pleased to continue to offer virtual meetings in 2022. Please let us know if this is your preference when you book your review meeting and we will set it up as an online meeting.

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