Accountcorp Financial Planning Update

I hope you, your friends and family continue to be healthy during this trying time. 

As we approach Freedom Day I wanted to give you an update on our approach to returning to NoRmAl. Yes, I meant this type!

Therese and I will start taking face to face appointments with fully vaccinated clients from 18th October. All clients and staff at that stage are still required to wear masks. I will offer appointments Monday and Tuesdays and Therese will offer Wednesdays and Thursdays so that you have four days where a Planner will be available. We will continue to work from home on the other days per government guidance which may continue until December 1, or longer if required. We expect Paula will be back in the office for her usual hours as soon as her daughter returns to school.

You are welcome to drop off or pick up paperwork as necessary from that point as the office will be open to visitors. You will be required to check in using the service NSW check in system which should also show your vaccination status. Anyone who is not fully vaccinated can contact me to discuss your options.

 Everyone is still welcome to undertake meetings via Zoom or phone if you prefer, we want to meet your need and the way you want to do business.

When we return to the office we plan on revisiting the way we provide services to you. We want to make improvements, and the level of paperwork that has flowed backwards and forwards in the past months has left me feeling that we are sometimes providing you with information so that we can tick the compliance box! I want this to change but I need your help? I would like to survey some clients on their experience with us to get honest feedback, good or bad. With that knowledge, I then want to trial some changes with some clients until we get better at our delivery to you? We will always follow the legislation, which will always incur some box ticking but I'm sure the way it is currently delivered can be improved. So, if anyone would like to volunteer for either the survey or trials, can you please respond to and you will form part of my Task Force.

Finally, thank you all for the continued support
Stay safe!
Karen and on behalf of Therese and Paula 

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