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January 2025 Newsletter Four Financial Resolutions to Kick Start The New Year

CFP Newsletter – January 2025 (Click here for Article)

 

Hey there! Happy New Year! We hope you had a wonderful holiday season and managed the food, family, kids, and whatever else may have been thrown your way.

 

Given that the office has been shut over this Christmas break, I have very little to update you on this time around. So, I’ll just keep it short, sharp, and sweet.

 

We had record numbers at our Christmas Party this year – I had such a blast I forgot to take photos so if any of you did, please send them our way.

 

Thank you to everyone who made 2024 what it was. To those of you who’s yearly catchups feel like seeing an old friend, and those of you who have just jumped on board, thank you for trusting us with your goals and future. We appreciate you.

 

Here’s to making 2025 a year of growth, prosperity, and lots of financial wins together!

 

Important Updates

Technology   

Just a quick reminder that we’re always looking for ways to improve our efficiency and accuracy. To help with writing precise file notes, we’ve started recording our meetings. We’re also experimenting with AI to assist in compliance note-taking.

 

Before your review, we’ll check with you to ensure you’re comfortable with this process. If you’re okay with it, we’ll proceed with the recording. Rest assured, these recordings are not stored in the cloud and are only used internally to generate accurate notes

New Clients  

Quick reminder: Jayden is handling all new clients and referrals at the moment. You may have interacted with him already, but if you’d like to speak with him directly, just give us a call!

 

This setup is helping Emma and Kathy focus on providing top-notch service to our existing clients without burning them out!

Holidays  

Speaking of burning them out, Emma will be taking a 2 week break for the last 2 weeks of the school holidays from 20th of Jan and will be back on the 3rd of Feb.

 

Kathy will be taking a break from 7th of February and will be back on the 24th of February.

 

Also a reminder that Kathy is no longer working on Fridays.