Exciting times ahead in 2015

Australian Unity Investments acquires $80 million mortgage funds
December 15, 2014
Neuberger Berman returns to its roots, becoming 100% employee-owned
December 21, 2014

Can’t wait for our Christmas break and some days with the family, just lazing around – especially as 2015 is going to be a big year for both Pritchitt Partners and The Value Alliance.

Our major start to the year is the annual function on 28 January with Brad Fox (head of the AFA) as guest speaker.  After a tumultuous year for the financial services industry, and financial advisers in particular, it’s going to be interesting to hear his views on what the future will bring.

In addition, we are currently going through recruiting a graduate to give Leeanne and me extra support.  It’s not so much because we want to expand the business but more to further improve our client service to get even better results for them.

At the same time we are looking for a CBD office to improve efficiency and give us a central base.  We’re also going to give more focus on The Value Alliance, our joint venture with 64Media, so that we can work closer with Julie Bennett and her team.

So it’s all happening in January and will be a busy time – but very exciting if it means even better results for clients.

More on this in the New Year, but meanwhile, Seasons Greetings, hope you all have a fabulous break, and every good wish for 2015.