Happy New Year!

After a pleasant end-of-year break we are back into the swing of things.  Nobody from our team went away anywhere exotic (…boo) but it was still nice to have a few weeks off.

All good things come to an end

As our existing clients will know by now, we have started 2015 by relocating to a new office in Fullarton.

For those who are wondering – the internal layout that we now occupy will make our working environment more cohesive and give us some much needed room.

We were sad to leave our home of the past 5 years on Kensington Road but unfortunately we had outgrown the space.  Thanks to the team at Marinis Financial Group for making our time at number 67 enjoyable and memorable.

Adelaide Hills bushfires

Our condolences go out to those who lost property and livestock in the recent fires in the Adelaide Hills.  We all know someone who was affected either directly or indirectly.  A big thank you goes out to all the CFS volunteers who selflessly gave up their time during the extremely hot conditions over the Christmas / New Year break.

The rest of the community also deserves a pat on the back.  At times like these it’s reassuring to see the good in people and the generosity displayed by the community at large.

Continuous improvement in 2015

As a young business we are always looking to improving how we do things.  The vast majority of this work is unseen but we invest considerable time and money on education and consultation with other professionals to ensure we are leaders in our field.  This is a gradual process but one that is worthwhile for us as staff – but more importantly, our clients.  2014 was our busiest to date.

We attended both the SPAA and FPA conferences, did multiple trips to the Eyre Peninsula, Yorke Peninsula and Port Pirie and added Jo to our team to give us full-time equivalent admin support.  The latter has allowed Bob and I to focus more on seeing clients, rather than back office compliance, which is time consuming and does not add value.

We are already looking ahead in 2015 at some internal changes that will add further enhancements to how we operate.  While this is not the forum to go into details, (A -you may not understand, and, B – probably don’t care!) rest assured we are always searching for tools and software that will improve our client engagement and ultimately the advice we give.

We wish everyone a prosperous 2015!

This entry was posted in News and tagged . Bookmark the permalink.
  • Sign up to our Newsletter

  • Ask a Question

    • Daniel Budreika
    • This field is for validation purposes and should be left unchanged.
  • Testimonials

    “With the advice we needed we were able to save thousands of dollars in fees and taxes relating to our superannuation alone. We restructured finances to better reflect our personal and family goals”

    “Right from my first meeting with Planning for Prosperity, Daniel was very open with me and has taken me through the process carefully and caringly with the aim to provide the best financial advice.”

    “They investigate and consider an array of options and variables, of which some we had not considered… It is a complete package that we feel confident and secure in, with our financial matters being optimally managed within a very open, approachable and professional environment.”

  • General Advice Warning

    Please view our General advice warning here.