We’d like to give Karl a shout out and hearty congratulations on recently becoming a Certified Financial Planner or CFP®. This is a postgraduate, international designation and the result of a lot of hard work and study and then needing to pass a killer exam with a high failure rate. We couldn’t be happier for Karl and our clients couldn’t be in better hands.
In less positive news, astoundingly, the government has decided that we don’t already have enough paperwork and compliance obligations. Post July 1st, there are now additional documents that will need to be signed by every investment client, every year. We are finalising how this can be implemented as smoothly as possible for clients.
Lockdown update Well, here we go again and this time we’re playing the “Delta Blues”. While it is frustrating to go into lockdown again due to our fearless leaders vaccine ‘strollout’, the good news is that it is business as usual.
We have seamlessly moved into our respective ‘branch offices’ with technology, computers and phones allowing us to still function normally and remain connected, but safe. We will of course need to use Zoom or Facetime for meetings, but we are all used to this by now. There are some upsides though. My dog Freckles is very happy with me working from home. Just don’t call me from 3:30 – 4:00pm. SHE has decided that’s run time!