As 2020 draws to a close, we would like to take this opportunity to pass on our best wishes to you and your loved ones, wishing you a very safe and Merry Christmas.

This year has undeniably been one we won’t forget in a hurry. But amongst the turmoil that came about as a result of COVID-19, there were certainly some wins along the way that I’d love to share with you:

In March, Michael Flanagan passed me the baton and we welcomed the clients of Optimise Wealth into Hyland Financial Planning. That week sharemarkets crashed and to apply the words of Reid Hoffman (the founder of LinkedIn) to our situation…when COVID-19 broke, our Team were forced to jump off a cliff, build a 747 Jumbo plane on the way down to carry all of our clients to safety. They did this and more. The way our Team pulled together this year brings a flood of positive teary-eyed emotions. 2020 taught me that we have assembled an amazing group of client focused people that would make any business owner proud.

Also this year, our licensee (AMPFP) engaged Price Waterhouse Cooper, a big 4 consulting firm to independently conduct a Fee for Service audit of all practices to ensure clients are receiving the services they pay for. Concurrently, PWC were also auditing our firm’s systems, processes and compliance procedures and our staffs understanding and adherence to these processes. I’m proud to say we have passed with flying colours and the feedback from PWC was that we are a practice perfectly positioned for the future of compliant financial advice.