Posted in Why Dean is a Legend

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!

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...

It is difficult to convey the actual value of dealing with a Financial Planner or Adviser. I consider myself a Comprehensive Financial Planner, which means that I act as an advocate for my clients in all of their financial dealings. Even that explanation may be difficult for a new client to understand what value I can be to them, so I decided to complete a weekly BLOG of some of the tasks I undertake for my clients on a weekly basis. If you are considering using me as your Financial Pl...

It is difficult to convey the actual value of dealing with a Financial Planner or Adviser. I consider myself a Comprehensive Financial Planner, which means that I act as an advocate for my clients in all of their financial dealings. Even that explanation may be difficult for a new client to understand what value I can be to them, so I decided to complete a weekly BLOG of some of the tasks I undertake for my clients on a weekly basis. If you are considering using me as your Financial Pl...