It is coming up to the 12-month anniversary of Catherine and I merging our two businesses together, and now me taking the lead role in client advice and delivery. In 2017, our focus was to build capacity and culture within the team and remove any key person dependency across business operations. This year, we have been reviewing the way we manage investment capital and deliver strategic financial advice to our clients. Our focus is and has always been, on delivering an enhanced advice experience. In addition, by streamlining our compliance work we will spend more time with you, our clients.
And finally, on an exciting note, due to our expansion, we have been scouting for office space to better accommodate your needs. We will keep you updated with our progress in finding a new Affinity Private home.
The team at Affinity Private would like to take this opportunity to wish you all a safe and happy Easter break. We hope you find some time amidst the holiday celebration to wind down and relax with your loved ones. While we will be closed over the Easter break, Good Friday through to Easter Monday, it will be business as usual from Tuesday.
I do hope you like this issue of Affinity Insights, and we welcome any feedback or suggestions for future topics.
Jordan is passionate about learning just as much as he is devoted to the ‘Bombers’, or for the non-devotees, the Essendon Football Club!!! Following a yearlong scholarship with the National Australia Bank, Jordan decided that he would pursue a career in financial services. He holds a Bachelor’s degree in Business from RMIT, where he majored in Financial Planning. Alongside his studies, Jordan was mentored by Tony Vikram whilst at NAB.
We are eager for you to meet Jordan and look forward to him getting to know you all.
Catherine is interviewed by various presenters on the Saturday Afternoon show. She will be discussing anything finance from the best financial books to entrepreneurship.
You can listen to past episodes here.
Benjamin Franklin said that “an investment in knowledge pays the best interest”, but given the rates of interest on offer at the moment and the spiraling costs of education, saving enough to fund your kids’ or grandkids’ education can be a real challenge.
I have repeatedly suggested that the ideal amount of exercise every week is somewhere between 3 to 5 hours. So, is this just my gut feeling or is there any good evidence for these comments?