24 September 15

Diamond Creek One Month On!

It has now been just over a month since Tom Crothers began his retirement and his business passed to us at Advice for Living Financial Planning.

As the new owners, we have been busy trying to see as many of Tom’s clients in this time, and we have quite a number of meetings still to be arranged.  If you were one of Tom’s clients that we have not yet met, please contact either Alison or Debbie in our office to make an appointment to meet Andrew, or we will be in touch to arrange a time.

We have prepared a couple of very short videos to welcome you to Advice for Living and introduce ourselves.  Please take a couple of minutes to view them.  Just click on the links below.

Welcome Video

Investment Philosophy

Debbie McLaine Staying On

If you require a review of your financial situation please contact us so we can sit down and discuss any changes or requirements.

It’s important to inform you that the change of ownership should not impact Tom’s clients. There are no changes in relation to fees, services received and no impact on superannuation, investments, or insurances managed by us.

 

We look forward to long and happy relationship with Tom’s clients, and continuing in Tom’s footsteps, as your financial planner, working with you to achieve your financial goals.  If you have any queries please contact us on 03 8370 5307 or send us an email us.