16 July 15

Advice For Living is On The Move!

A couple of weeks ago we celebrated Alison joining Advice For Living full-time.  We are now excited to announce that the reason behind that change is that we will be moving office in a month’s time.  After over 12 months of negotiations we have finalised the purchase of Crothers Financial Planning in Diamond Creek.  The owner, Tom Crothers, is retiring and we will be taking over his office and his practice.  We start in the new offices in Diamond Creek on Monday 17 August.

For existing Advice For Living clients there will be no change, other than the location.  Our phones, emails, and fax remain the same, it’s just that we’ll be located in Diamond Creek rather than Rosanna.  Our new address will be 10/75 Main Hurstbridge Road, Diamond Creek.  We’ve included a link to Google maps below to show you where it is.

www.google.com.au/maps/place/@-37.673837,145.160073,17z/data=!3m1!4b1!4m2!3m1!1s0x6ad6367551e943f3:0xd01432e07bc798e3

For those clients who may find it hard or inconvenient to get to Diamond Creek we can still arrange to meet in Rosanna.

I’m confident that taking over the new practice won’t leave me short of time to look after existing clients as I will have additional staff to assist with the administration side of the business which will give me more time to spend meeting with clients and developing strategies.  Tom’s assistant and Paraplanner, Deb McLaine will be staying on.  Deb brings considerable experience to our business.  She holds an Advanced Diploma in Financial Planning and will continue to prepare the advice documentation for our clients.  So with Deb and Alison managing the office needs of the business we hope to ensure our clients are provided with an even better service. Deb and Alison look forward to getting to know you and giving you a warm welcome to our new office.

Alison and I are excited about this transition and see this as a great opportunity to provide additional or enhanced services to you.

If you have any questions please don’t hesitate to contact us.