Originally posted 18 March 2020 and Updated 30 April 2020
The COVID-19 outbreak has changed all of our lives and to degrees that none of us yet fully know or understand. We are here to support our clients during this unprecedented time of economic and social impact.
There have been many new challenges facing us recently as financial advisers post the Banking Royal Commission but we are pleased to confirm that our ability to be accessible to our clients and provide them with the support and advice they need during these unprecedented circumstances (and possible isolation measures) is well placed.
We had in the past year already been reviewing and improving our ability, through technology, to provide advice and support to our clients and to meet our increasing compliance obligations. This includes our use of resources that provide us with workplace flexibility and redundancy of systems.
That means that right now we already have in place systems so that our team can continue to work securely through any isolation measures required.
Should you need to speak with us, we are accessible through our normal support methods including phone and email. If you find that we are already engaged on the phone, you can record a message on our messaging service or you can send us an email so that we can contact you. We also have the ability to continue with our client review schedule as we can conduct meetings via both phone or video technology.
The provision of our services may certainly be affected by the ability of third party providers like insurers and superannuation fund managers to respond to our requests, but we intend to keep our clients briefed on the progress of any requests they make so they are fully aware of any delays or challenges that we are subjected to.
On a general note, we have included below some key links to help you keep up-to-date about the virus and its impact upon us all.