Our New Financial Year Resolutions

The new financial year is well and truly here. Bleary-eyed accountants everywhere have emerged from their cubicles to a sunny Sydney winter. It’s a great time to think about what the year ahead will bring. Although new year resolutions are usually made around January, and usually focus on kale consumption or yoga attendance, we’ve taken this opportunity to think about our own priorities over the coming 12 months…

Having given this some thought over the past couple of weeks, we’ve come up with a short list of resolutions that we are actively addressing this year:

New Premises

After 17 years at 31 Market Street, we have been on the lookout for new office premises in Sydney. By the end of this year, we hope to be up and running in our new home. Watch this space.

Brand

A new space requires a new look. We’re working on a refreshed brand and website to better represent what we do and stand for. By the time we open the doors to our new office, we’ll have some brand-new letterheads and cards to hand out.

Communication

Of course, in 2017, it’s not so much about letterheads and cards anymore. We will be keeping up our new monthly digital newsletters and upping our social media game to better communicate with clients and followers. We even tried our hand at video production recently and might be gracing your screens with our awkward performances before too long.

Upskilling

Although we’ve held our own Australian Financial Services Licence (AFSL) for a while now, we’ve been upskilling in key areas of wealth advisory, including investment and retirement planning, to better assist our clients who have been making more money than plans! We’ve always enjoyed helping others create and protect wealth and this year plan on doing much more in this area.

Towards Paperless

We’re continuing to reduce our reliance on paper, not just for the environmental benefit, but also for the convenience of our clients. Our increased use of Xero and the electronic signature tool DocuSign (both of which offer our clients significant benefits) are two recent examples of our ongoing progress towards a paperless business.

In short, things are looking up. We’re actually very excited about some of the major changes we have on the cards over the next twelve months! Unlike many a weight-loss plan of years gone by, we are determined to see them through and build a stronger business for our team and clients.

Let us know if you have any FY2018 resolutions of your own, especially if we can assist you in their achievement!