As a client administrator I enjoy making sure things get done & get done properly. My interaction with clients is all about taking the advice provided and making that a reality with as little disruption to our clients as possible and getting satisfaction knowing that I play a small role in helping client’s lives & living a happier now and into the future.
I like to think the I have included the idea of “living happier” into my personal life whether it is the many sporting events my partner Joe drags me to living in Melbourne (and believe me there is a lot) or the incredible experiences we have had travelling around the world and with plenty of adventures and corners of the world still to come. These wouldn’t be possible without the encouragement of our advisers tell me to bank memories not just money and I hope with our help our clients will take the time, money and effort to bank memories that will last a life time.
articles by Erin
Hi there, Erin and Christopher here. Our clients are always either travelling or planning to travel. So, we have compiled some useful tools and tips that we at the office use when travelling. HopefullREAD MORE