As we make our way towards the end of the year, we would like to thank you, our clients, for working hard with us to ensure that your financial affairs are in excellent shape.The last eighteen months have created various opportunities along with also offering up potential pitfalls for investors. We are glad to say that our clients have come through this period in better shape than ever to ward of the affects of a global pandemic.This year we have also worked through a transition of many of our client’s investment platform to BT Panorama.
We again thank everyone for supporting this process ensuring a relatively smooth transition to a more modern, efficient and flexible platform.We are also moving into a new era where written consent will be required for clients to retain our services for the coming 12 monthly period. The transition will see a fee disclosure statement now accompanied by a consent letter that will outline estimated fees. We will look to start this process soon as per legislation and best practice requirements.We again would like to thank you for working with us through these times into an era where value, transparency and consent will be at the forefront of a trusted financial advisory relationship.If you have any queries, please do not hesitate to contact us on (03) 5174 6755 or via email firstname.lastname@example.org.