Practice Update

Well, what a year it has been! We've seen major changes, both economically and in the natural environment.

While we can't control external events it's important we understand the impact on our personal plans and therefore it's vital to review and assess your situation with your financial planner regularly.  Feel free to contact us for an appointment if you would like to review your portfolio.

At a practice level MBA FS also has experienced some significant changes.  We have a new financial planner in our team, Arthur Panagis.  Arthur comes to us with an accounting and small business background.  We look forward to Arthur integrating into the team and feel confident he will make a great contribution to the practice.

Our Facebook page is up and functioning well.  If you haven't already, check it out at facebook and Like us to receive pertinent information and updates.  In addition to the Facebook page we have redesigned our website to make it more informative and interactive. To view the changes go to www.mbafs.com.au.  For your convenience you can now make an appointment with your financial planner through the appointment form located on the site.  All these activities are designed to provide relevant and regular information that keeps you informed about events that may impact on your financial plan and to make it easier for you to contact us.

We thank you for your continued support throughout 2011 and wish you and your families a very restful and joyful Christmas season. We hope you have the chance to have a break over this period.

Please note: our office will be closed from 12 noon on Thursday 22 December and will re-open on Monday 9 January 2012.  Should you require assistance over this period and it is something AMP may be able to assist you with, please contact the AMP customer service inquiry number on 131 267.  Here's to a successful 2012.