One of my Total Service Clients is assessing commercial premises to purchase, which they will use for their own business. This will be their first commercial property, so they have requested I assist them with their research. I have been co-ordinating with the client and several real estate agents, including obtaining detailed property research reports for various properties (free of charge, as they are a Total Service Client), to assist the client assess if the property is suitable fo...

We've been moving into our new EAST BRISBANE office, so I haven't had time to BLOG, but we're basically settled-in now, so you'll be able to enjoy my BLOG posts, once again!

I helped a new client finalise their Age Pension Application forms today. The forms and processes Centrelink require you to complete these days is just out of control, so the client wanted to make sure they had everything right, before they submitted the forms for processing. As I was in the process of completing the new client's Financial Plan, I had all of the information necessary, so I was able to assist the client to put the finishing touches on their Application. Of cours...

One of my long-term clients (who is also now a Total Service Client) was having some major issues (services and increasing costs) with their existing accountant, and they needed to make a change. As they are a Total Service Client, I had all of their relecant information, and I was able to introduce them to a new accountant, who acts for a number of our other clients. Today I met with the client and their new accountant and we presented a summary of all of the client (numerous) ent...

I had a client contact me earlier this week, to discuss options for purchasing their current business premises, which they are leasing, but have been given the opportunity of purchasing. I have only ever arranged Vehicle Finance for this client, and they are not a Total Service Client, but that doesn't mean I may not be able to help in some way. I had a general idea of the client's circumstances, given my past dealing with them, so I was able to discuss the general issues r...