Welcome to the start of a new financial year and the release of our inaugural newsletter – financial sense!! Here you’ll find topical news items from the world of finance, company news and our quarterly in-depth financial report. From general information on the market and how-to guides, to the latest interest rates available for loans, this newsletter is designed to keep you firmly in the loop.
As a business we have had a really busy past year. We moved into the new office in Main Street Osborne Park. Furthermore, we re-branded our business to be more in line with our holistic financial planning offering we provide our clients.
To kick of the new financial year we will be soon sending out client stratification surveys. From a business perspective it is really important to ensure that we are providing an exceptional financial planning service that is valuable to our clients. I would really encourage you to take 2 minutes to complete the survey to provide our business with valuable feedback.
Mark’s little son Teo is growing up fast; Teo is now 20 months. However, the office is still hearing how little sleep Mark and Ingrid are getting. Obviously we all have no sympathy and believe another child should be welcomed into the world in the not do distant future…. Hopefully more news to come on this shortly
All the best